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.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (41261)10/31/2008 12:06:39 PM
From: The Ox2 Recommendations  Read Replies (2) | Respond to of 95622
 
Most semi companies have been, or are currently, reducing inventories. At some point in the future, this will reverse and there will be a pickup in demand. Since we are seeing this trend across the broad spectrum of companies, I view this as a major positive going forward. Naturally, this leads us back to one of the main issues. When will this pickup occur?

We've seen from past SCE cycles that the lows create an excess in pessimism, which leads to companies reducing inventories at a time where they should be either holding steady or increasing. To some extent, ignoring the prognostications and watching the data should give us a more realistic picture.

Boom...Bust...trough...pickup....Boom....repeat...

jmo

TO



To: FJB who wrote (41261)10/31/2008 7:05:33 PM
From: rich evans  Read Replies (1) | Respond to of 95622
 
The conference calls that I have listened to our guiding about 15% down in total revs both for suppliers like VSH and manufacturers like the EMS companies. It is not a cliff like the 2001 contraction but based on their book to bill numbers.
Rick


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News