Agreed. The outlook for economy is uncertain and there is a wide disagreement between analysts how the semi market will do in 2011/2012. In that context one would expect almost half of the trends to be negative (company D is going under, technology G is not going to be deployed)...A star is born??? common...Kris
I use World Fab Forecast from SEMI which predicts 23% growth for 2011. They were the first in Oct 2007 to predict a double digit decline in 2008 and they were the first to predict a growth rate of more than 60% in Feb 2009 when all others were around 20%.