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To: marc ultra who wrote (48488)	7/9/2010 9:05:14 AM
From: Sam	Respond to of 95652

Whoops! My apologies to the board.... Bears: 57.1%

To: marc ultra who wrote (48488)	7/9/2010 5:46:19 PM
From: marc ultra	1 Recommendation Read Replies (1) \| Respond to of 95652

Tokyo Electron orders almost tripled Saturday, July 10, 2010 By Pavel Alpeyev, Bloomberg TOKYO -- Tokyo Electron Ltd., the world's second-largest maker of semiconductor equipment, said orders for chip and flat-panel manufacturing gear almost tripled last quarter, helped by demand from flash-memory makers in Taiwan. Order rose to 146 billion yen (US$1.6 billion) in the three months ended June 30, from 50.1 billion yen a year earlier, the Tokyo-based company said in a preliminary statement on its website today. The company will announce definitive figures at its earnings briefing on July 30, it said. Tokyo Electron forecasts it will return to profit this fiscal year as companies including Samsung Electronics Co. expand factory lines to meet rising demand for personal-computer memory and chips used to store data in portable devices such as Apple Inc.'s iPhone. Global sales of the gear by Japanese manufacturers will rise 71 percent to 1.61 trillion yen in the year to March, the Semiconductor Equipment Association of Japan forecast yesterday. Order of chipmaking gear rose to 135 billion yen in the quarter, from 48.7 billion yen a year earlier, the company said. Bookings of flat-panel manufacturing gear jumped to 11 billion yen from 1.4 billion yen, it said. Tokyo Electron added 0.3 percent to close at 4,915 yen on the Tokyo Stock Exchange today. The shares have dropped 17 percent this year, compared with a 9.1 percent decline by the benchmark Nikkei 225 Stock Average

To: marc ultra who wrote (48488)	8/16/2010 6:51:19 PM
From: marc ultra	Read Replies (1) \| Respond to of 95652

The new secular growth part of semi demand involving new chip intensive gadgets and applications continues unabated regardless of what may or may not be happening with traditional cyclical stuff like computer memory: Demand for WWAN chipsets to grow By SINS Monday, 16 August 2010, 03:34 Hrs Bangalore: The market for semiconductor suppliers looks to bloom as there is growing demand for embedded wireless wide area network (WWAN) chipsets for slate-style tablets. Market research firm iSuppli says this trend is due to a thriving, emerging wireless consumer devices market. iSuppli forecasts that by 2014, 20.7 million chipsets will be shipped to the slate-style tablet market, which includes Apple's iPad. Also, the slate market is expected to see shipments of 2.1 million by 2014 for a 498.4 percent compound annual growth rate (CAGR). Francis Sideco, Principal Analyst for wireless communications, iSuppli, said in a statement, "While the handset market undoubtedly will remain the driving force in the wireless industry, a crop of new wireless consumer devices such as slates, netbooks, eReaders, and portable media players (PMPs) have opened up an adjacent market, offering new opportunities for semiconductor vendors playing in this space." This development is seeing chip vendors being rejuvenated with the prospect of growth in the market. iSuppli predicts the main driver for the use of WWAN capability in the next five years will be sales of content/multimedia slate devices. The growth of eReaders may also spur escalation for WWAN, iSuppli said, noting that single-function devices will grow at a nearly 40 percent CAGR from 2009 through 2014.