"... IC revenues growth this year will match the 8% growth seen in 2005. Chipmakers will see 9% growth in 2007, and then the cycle will peak with a 20% revenue increase in 2008..."

"...Gartner said the Apple iPod refresh will not have a massive impact on NAND flash demand...the shortage is now expected to be in the 3% range, compared to its previous forecast of a 4.6% supply shortage..."

"It's a little worrisome. If you want to be alarmist, it does resemble the inventory build we saw at this time in 2004."

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