The Epic American Credit and Bond Bubble Laboratory 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.

Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: orkrious who wrote (23090)	12/8/2004 4:35:11 PM
From: ild	Read Replies (1) of 110194

From ALTR: Fourth quarter 2004 revenues are expected to decline approximately 9% to 12% sequentially, versus our prior guidance of down 1% to 5%. The Communications segment is expected to decline more severely than previously expected due to a combination of inventory correction and slow end markets in wireless and access products, particularly in Japan and Europe. The Computer and Storage segment will be down, primarily in storage. Consistent with our prior guidance, we expect the Consumer segment to decline modestly. We now expect Industrial segment revenues to increase, an improvement from prior guidance for flat growth. Total inventories, consisting of inventory at Altera and distributors, will rise to approximately 4.0 months supply on hand, versus prior guidance of 3.3 to 3.7 months. The normal range for total inventories is 3.0 to 4.0 months supply on hand. We continue to see strength in design wins for our New Products within all market segments and across all geographies, and our rollouts of the Stratix® II and Cyclone™ II families are on schedule.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next