Shekhar Pramanick
Shekhar Pramanick
believe bias building downside equipment half less month positions potential price risk second stocks toward
We believe we are in the second half of a semiconductor-cycle decline. The bias should be toward building positions while being price sensitive. We believe downside risk to equipment stocks is less than potential 12-18 month rewards.
current delayed demand driver drivers expected half increase large launch optimum pc second until year
A second-half of the year Vista launch was expected to be a large DRAM demand driver as Vista is expected to increase optimum PC DRAM loading to 2 GB from the current 1 GB. With Vista now delayed until 2007, DRAM demand drivers in the second half of the year could be absent.