@Khaled- a couple of data points on the growth drivers from yesterday's presentations. Gartner is expecting PC unit production to be up 22 percent this year, and cell phone unit growth up 14 percent. Another interesting thing I should have included- Gartner expects DRAM revenue growth this year of 78 percent...
I am encouraged by the future growth that looks possible in the semi industry, one concern that I have had is the current long lead times for semiconductors (and many passives). In trying to bring new products into production I have seen lead times increasing from 3-5week to 6-12! I look forward to the increased capacity and an easing of supply. I am sure that much of the pain being experienced with supply is the reluctance of fabs to produce product and distributors keeping inventory and their overhead low. If the industry is projecting a ramp up on production capability that could spell good news ahead.
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