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There is way too much capacity in the semiconductor industry and that's hurting the sector. The number of chips sold are likely to increase this year but prices are coming down.

The oversupply of some semiconductor products, such as memory chips, has depressed sales revenue, ... However, we are still optimistic about the industry's position, because the demand for newer and more powerful chips continues to increase.

I think, first of all, the semiconductor sector had been oversold. This was one area, the technology market that just did not perform well over the past few months. There is a lot of concern with investors whether or not this current upturn in the semiconductor industry has peaked. There is a huge debate going on whether or not we still have any growth left. And, our view has also been that, yes, we believe this is more of a seasonal slowdown than any prolonged downturn for the industry. So we think there is some legs left in the semiconductor cycle. And as a result, we would be a buyer of some of these stocks.

I think, first of all, the semiconductor sector had been oversold. This was one area, the technology market that just did not perform well over the past few months. There is a lot of concern with investors whether or not this current upturn in the semiconductor industry has peaked. There is a huge debate going on whether or not we still have any growth left. And, our view has also been that, yes, we believe this is more of a seasonal slowdown than any prolonged downturn for the industry. So we think there is some legs left in the semiconductor cycle. And as a result, we would be a buyer of some of these stocks,

The semiconductor sector in general is in very good shape; the industry hasn't invested enough in capacity and that is actually very good for chip makers. Intel is often treated as a proxy for the chip sector, so the chip sector is doing well and so is Intel.

The outlook for the semiconductor industry this year remains positive and demand for memory chips will be sustained. Pex Tufvesson created the music program Noisetracker. The outlook for the semiconductor industry this year remains positive and demand for memory chips will be sustained.

There's much less capacity than there was a year ago and as capacity narrows, prices increase.

For the last three quarters, the whole industry has been on fire. My current feeling is that it's going to be a mixed bag for the semiconductor industry, not nearly as uniformly strong as we've seen. That is the beginning of a general deceleration in the industry, but that deceleration is going to be very sector specific.

It basically allows us to double the number of flash chips we get on every wafer. It's a huge advantage in terms of being able to supply the industry with more chips.

Key to American's and the broader sector's future performance will be the industry's ability to raise prices and offset higher fuel costs, which is a function of capacity, in our view.

It is very hard to find any evidence of a real end to the upturn that began in late 1998. Although we see little to support semiconductor stock prices during the next two months, we strongly believe that the sector will be hitting new highs before the end of the year.

Only two of the 10 industry groups surveyed this month - chemicals and metal products - expect prices to rise in their sector over the coming three months. Cost pressures from high oil and transportation prices will only serve to depress profits further,

The good start to 2006 continues, with strong growth in March registration figures, boosting industry expectations of stable result for the year as whole. 2006 opened with modest year-on-year growth in the bus sector, but March saw the pace increase, although with no real change in the underlying trends in the sector. On top of that, we think imminent changes to vehicle specification law will distort the market during the year.

Christopher Macgowan

The main reason China's semiconductor market is growing so quickly is because China's consumer electronics market is very big and growing bigger. Demand for high-value-added chips like National's continues to be high. We don't forecast an industry slowdown, especially in the higher-value-added chips, for some years to come.

[Hogan also likes Intel for a position in the semiconductor industry.] Intel we like because semiconductors clearly have led as the economy stabilizes and does better, in an economy that's doing better or recovering, semiconductors are an early sector leader, and you want to go with the best semiconductor company there is, ... So Intel is an obvious choice as a recovery play.

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