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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 252.25+0.9%Nov 28 9:30 AM EST
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To: The Ox who wrote (19027)5/22/2006 1:23:12 PM
From: matt dillabough  Read Replies (1) of 25522
 
Overall inventory levels remain lean for Semiconductor Supply Chain, despite PC stall - Jefferies

Jefferies believes that inventory levels for semiconductor supply chain are normal and hence in the middle of a normal Semiconductor cycle. Firm's analysis indicates that the 1Q:06 Inventory Days ratio is well in-line with normal seasonality and at the mid-point of a normal Semiconductor cycle. However, firm does expect some inventory build up in the PC exposed sub-sector as a result of the current PC Stall in the marketplace. Firm believes that the semiconductor cycle has not reached its peak yet and the SOX can continue to work higher in 2006. Firm believes that while Semiconductor Devices Inventory levels are higher, the remaining supply chain is leaner. This indicates the net Inventory levels are normal with more Inventory risk shifting to the Semiconductor suppliers.
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