Zeev: Very rosy forecast by semiconductor industry association (SIA) for 2004. Any thought of its impact on capital equipment like AMAT? <A HREF="http://www.reed-electronics.com/electronicnews/index.asp?layout=article&articleid=CA334092&stt=000&industryid=21368&industry=Memory&nid=2019&rid=752091270" target="_new">http://www.reed-electronics.com/electronicnews/index.asp?layout=article&articleid=CA334092&s...</A>