Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.20

-0.6%

Dec 16 4:00 PM EST

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To: marc ultra who wrote (48577)	7/19/2010 7:07:33 PM
From: marc ultra	Read Replies (1) of 95587

Actually the TXN quarter and guidance sounds good for the things I'm looking at. Analog demand remains strong with 11% sequential growth and they're they're getting their lead times down but it will still take time to get them to normal. The mild perceived revenue disappointment in the quarter sounds like it's from a major wireless customer which is almost certainly Nokia who warned on handsets. I also mentioned the capex for 2010 was increased from 0.9 to 1.2B but some of that was opportunistic buying of some used equipment from Spansion they got fairly cheap. So it wasn't a spectacular quarter for TXN shareholders but I think it's quite positive in terms of how it reflects on the sector as a whole.

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