BRICs car sales

BRICs car sales 13mn cars in 2006
20% of global car sales
50% increase from 2000
Car ownership 2% in India and China

Immersion lithography

Toshiba 55% immersion, 43nm starting
Samsung 30% immersion, 51nm
Hynix 57nm to move to 48nm
Micron immersion ratio unknown, 60% of capacity on 51nm

Data storage

EMC + IBM + Hitachi 650bn GB
Pricing USD 6/GB

NAND 1.2bn GB
Pricing USD 8.7/GB

NAND usage to inc to 2bn GB in 2010

China LCD potential

China TV mkt
40mn units in total
10mn LCD units but 50% Chinese brands

10mn LCD units to increase to 30mn units in few yrs

US biggest mutual funds

75% of the money in index funds is in S&P 500
Vanguard Index 500 has $44 billion, tracks S&P 500
US biggest mutual fund is Fidelity Magellan ($58 billion)
ie Vanguard Index 500 is No.2?
Pension fund has $600-$700 billion in S&P 500

Biggest co.s by Profit

Biggest co.s by profit, ExxonMobil No.1 at USD 20bn profit

But rumored that Abu Dhabi oil co. is even bigger.

No Chinese co.s

Singtel OP SGD 2bn

Whole of Singapore co.s (excluding loss-making co.s) USD 12bn OP

Mkt cap of stocks listed in various Exchanges

Global Optical Fiber Demand

At the peak of IT bubble, 2001 shipment 110mn km
2005 75mn km
2006 90mn km
2007 95mn km

China is now the 2nd largest optical fiber market after US
Should overtake US in 1-2 yrs time