http://www.solid-state.com/display_artic...

(not exactly new news...)

The article's single figure gives an idea of how long the spending decline has been going on, and the magnitude. This is a case where the trailing 12-month rear-view mirror looks quite different from what we're seeing (allegedly) out the front windshield....in a positive way for guys like PDFS.

Also of relevance to PDFS is the first news item in the "Worldwide Highlights" section.