SI
SI
discoversearch

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.
Strategies & Market Trends : Steve's Channelling Thread
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sam who wrote (10877)2/7/2001 7:41:17 AM
From: Logain Ablar  Read Replies (1) of 30051
 
Sam:

SSTI guidance was for 48 cents not 47. They didn't prewarn.
Yes without the return they would have made the # but then look @ the DSO's (high even with this 15M reduction) and inventory (also high). Still a deteriorating picture and I didn't buy the comment on building inventory. In the 3rd quarter they let us know the were booked into the 2nd qtr of this year now they won't give booking data (so I assume they are no longer booked strong into next quarter).

AMD, INTC, ATML flash met forecast and is still growing this year. Its not only the new FABs coming on line but the independents converting to flash.

The slow down is real. The question is whether its an inventory correction or a recession. Zeev is right it depends on consumer confidence but with energy price increases, the job layoff announcments and some of our politicians wanting to keep our tax burden @ the highest level post wwII I'd say the odds favor a recession.

But who really knows @ this point
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News