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phoenixdave
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re: Nikon: Five reasons to be bullish
phoenixdave   3/1/2011 5:13:32 PM
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@selinz - Perhaps The Apple effect is referring to the explosion of the touch-screen smart phone and tablet market started by Apple's iPhone and iPad? So technology related from a computing portability aspect and product related from a market perspective. Not sure, but one other possibility.

selinz
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re: Nikon: Five reasons to be bullish
selinz   3/1/2011 3:56:45 PM
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The Apple effect? Mmmm. Perhaps with lithography but I don't see low margin products (perhaps this is the wrong assumption) driving equipment sales...

Baolt
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re: Nikon: Five reasons to be bullish
Baolt   2/28/2011 8:28:37 PM
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High stock levels are critical especially where global economy remains resilient besides where are the numbers related to pc sales forecasted for '11 and no news about SSD&related product market

resistion
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re: Nikon: Five reasons to be bullish
resistion   2/28/2011 3:06:51 PM
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A problem with commodity memory markets like DRAM and NAND is that they can be normalized to the fab investment for capacity, and it doesn't look so good.



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