Semiconductor Fundamentals Message Board

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Technology Stocks : Semiconductor Fundamentals

SMH 366.10

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Nov 3 4:00 PM EST

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To: Robert Douglas who wrote (26)	2/5/2003 11:54:19 AM
From: cordob	Read Replies (1) of 82

Interesting and thks, Robert. A note on semiconductor inventories. There is a limit to how much can be recycled into the channel, mostly because their technological usefullness comes to and end at some stage. I have owned an electronics company (years ago) and it some point the only thing one can do is scrap it. We even had to scrap a lot of chips after two years because they were no longer solderable reliably, but nowadays I believe the technological deterioration is the worst. On the sectors, I do not have exact numbers at hand, but I think a reasonable distribution is: one third PC related (incl. printers and other peripherals) one third communication related (wireless/wireline) one third other, incl. chips in TVs, radios, microwaves, cars etc Cheers Cor

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