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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: FJB who wrote (51651)4/4/2011 10:40:32 AM
From: robert b furman  Respond to of 95541
 
HI FUBHO,

I suspect that the supply chain changes will result in higher ASP and overall chip sales revenue.

There will of course be a lag before that delta is reflected.

I would guess 3-4 months.A hurried production line,test chips and certification.Then air fare to transport the chips to get the initial supply ASAP.

NEGATIVE IMPACT TILL Q 3 AND THEN A BOOST UP INTO AND THRU CHRISTMAS? swag

Bob