everybody was so pessimistic and scare they underestimated and have to keep raising their forcast...we are in Phase 3 of recovery, and cellphone shipments are stronger than expected:

http://finance.yahoo.com/news/Industry-g...
Industry group says chip forecast is brighter
Semiconductor industry group says chip sales forecast looks 'brighter'

On 10:05 am EST, Thursday November 5, 2009
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Companies:Advanced Micro Devices Inc.Intel CorporationNvidia Corporation
SAN JOSE, Calif. (AP) -- The Semiconductor Industry Association said Thursday its forecast for global chip sales is brighter than its previous projections, reflecting an improving economy...

Sales of personal computers and cell phones, which together account for about 60 percent of semiconductor demand, have been stronger than previously predicted, said George Scalise, president of the association.

"We remain cautiously optimistic for the longer term," he added. "The current forecast is closely tied to projections of continuing improvement in the worldwide economy."