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To: Donald Wennerstrom who wrote (46957)	2/24/2010 3:50:45 PM
From: Kirk ©	1 Recommendation Respond to of 95737

2010 Semiconductor Articles: IC Insights: Top-10 semiconductor industry capital spenders for 2007 to 2010 After spending fell 31% in 2008 and another 35% in 2009, IC Insights expects the top ten semiconduct capital equipment buyers to increase their spending by two thirds (67%) in 2010. Table of Data The top ten semiconductor capital equipment spenders for 2010 are expected by IC Insights to account for two thirds of all equipment spending in 2010. Highlights * Of the spenders, capex estimates by Samsung Electronics, Taiwan Semiconductor Manufacturing Company (TSMC) and Intel already account for 38% of the total capital outlay, IC Insights estimates. The top-10 capital spenders are set to increase their spending by 67% in 2010, much higher than the 51% growth now expected for total semiconductor industry spending for the year. * Without Intel, the remaining nine would increase spending by 91% in 2010. * Although many companies are planning to more than double their capital outlays in 2010, IC Insights believes that they will not be able to prevent rising IC ASPs and shortages from occurring, especially during the second half of the year. * Intel is in no rush to add significant capacity, IC Insights said. Considering the vendor holds about 85% of the total MPU market, it knows how much MPU capacity is really needed and it will not overspend. IC Insights expects MPUs to remain relatively scarce in 2010 as Intel (and AMD) would like to enjoy firming ASPs for awhile longer.

To: Donald Wennerstrom who wrote (46957)	2/25/2010 9:48:32 PM
From: Gottfried	1 Recommendation Read Replies (2) \| Respond to of 95737

Don, you have been using Snagit to capture screen shots. The same company [Techsmith] now offers a free program named Jing to capture any part of your screen, upload directly to their site and put a link to it on your clipboard - all in one step. using that link, you can go to the web site and see the saved image. Click on it and copy the link for the picture. [which you can embed in an SI post] Jing is always ready on your computer - no matter what program is open. You can also make short videos with sound. this poster describes the method in more detail Message 26346327 but downloading Jing and trying it is best - and a lot of fun jingproject.com