If you are out surfing around check out the poll over on LinkedIn that asks if people will be attending Semicon West this year. Results are here (you might have to log in to see this):
I've heard from several people that booth count is going to be way, way down and that the semiconductor section is now going to be in the South Hall of the Moscone Center and InterSolar will be held in the North. Talk about shrinkage! Whew!
For what it's worth, my LinkedIn profile is here: http://www.linkedin.com/in/infras