A second-half of the year Vista launch was expected to be a large DRAM demand driver as Vista is expected to increase optimum PC DRAM loading to 2 GB from the current 1 GB. With Vista now delayed until 2007, DRAM demand drivers in the second half of the year could be absent.

Shekhar Pramanick

Demand Dram Driver Expected Half Large Launch Second Vista Year

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We believe we are in the second half of a semiconductor-cycle decline. The bias should be toward building positions while being price sensitive. We believe downside risk to equipment stocks is less than potential 12-18 month rewards.

— Shekhar Pramanick

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We're still talking about Vista launching in the second half of this year, so no change there.

— Chris Liddell

ChangeHalfLaunching

Although demand was about what we expected during the quarter, the average selling prices for our DRAM product line were lower than we planned. DRAM selling prices were under pressure, especially in November and December.

AlthoughAverageDemand

Slower U.S. growth may reduce growth in oil demand in the second half of the year. We are seeing proof of reduced U.S. consumer confidence.

— Dariusz Kowalczyk

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He was great in the second half. In the first half, he looked like a drunk driver.

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