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Brian Fuller2
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re: Predictable semiconductor cycle ahead?
Brian Fuller2   9/20/2012 9:24:47 PM
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Wally, very insightsful piece! It begs the question: do you buy into Bill McLean's take at IC Insights that semiconductor CAGRs will move back toward 8 percent annual in the next decade? (http://eetimes.com/electronics-news/4396587/Fab-lite--fewer-startups-to-fuel-doubling-of-IC-growth-rates) -Brian

Wally Rhines
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re: Predictable semiconductor cycle ahead?
Wally Rhines   9/24/2012 5:55:37 PM
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Brian, Bill McLean's forecast is for the next decade; my correlation with capital spending affects only the next 2 or 3 years. I'll leave the long term predictions to the long term forecasting experts. Wally



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