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infras
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re: Penn keeps predicting chip market growth
infras   1/24/2013 3:22:15 AM
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Same old story... Penn doesn't understand equipment reuse levels, yields and end demand.

aatb
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re: Penn keeps predicting chip market growth
aatb   1/24/2013 7:43:30 PM
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Forever the optimist, Mr. Penn. Semiconductors are becoming increasingly a commodity and prices are going down faster than demand is going up. A good forecast should take into account the expected economic situation. There was no dramatic growth forecast for the economy last year and this year is not likely to be much different - a long slow haul.



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