march 3 2006 technology q1 global data book key additions and revisions the majority of growth estimate made in this edition were overwhelmingly positive although expectations for 1q06 appear more muted than a quarter ago notably is second consecutive which our analysts have upwardly revised carrier capex it services semiconductor estimates meanwhile we d highlight two downward wlan revenue total interactive entertainment gaming both partly due to stronger previously expected 2005 addition added granular storage metrics including nas networking software these three areas are grow low mid teens themes view being guided by several new product cycles that impact demand pricing trends microsoft vista parts hardware food chain back end loaded ie nbs looking continued many sectors within their industries another upward tweak gdp further supports premium slower markets expect strength
