Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sarmad Y. Hermiz who wrote (12091)	10/16/2003 9:57:15 PM
From: BWAC	of 95531

Just backing up in price to see which way to go next. The XLNX report was good. Although is this normal? "Total inventory days at Xilinx and worldwide distributors were 117 days, down from 121 days last quarter." Yes down is good. But that is a 3 month supply still. If the recovery stalls that supply will hurt XLNX revenues. ---------------------------------------------------- Same downward action occured for CREE afterhours. And CY from this morning. CY recovered.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next