Topics covered: Weakness in the equipment market, The memory space, Solar and flat panel displays, Slowdown in memory cap ex spending, R&D spending, Positive signs from Intel, Positive cash flow, Outsourcing to foundries, NAND flash spending, Margin expansion, Major chipmakers, Factory utilization rates, Equipment makers are driving shifts in pricing power, DRAM pricing has started to stabilize, DRAM manufacturing, Declining cycle times, Decline in spending, Capital spending plans, Better profitability levels
