farmer448

5 Pressures on the Semiconductor Market

As you point out 70% of semis is fixed costs. So if I push the cost curve down more applications for memory become profitable.

When I was involved in my first major machine purchase in 1979 256K of memeory was almost 50,000.00.

Today you carry around a memory stick, you use it in your digital cameras, your IPOD/MPS players ect.

The investments have been made, the question is when will the innovators (SSD Drives ect) bring the demand back up. In my experience this has taken about a year.

So find the best in class. And build your preferred list. This is time to look at this sector as an investor and not as a trader.