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Analyst: Chip market correction 'imminent'

9/22/2010 04:56 AM EDT
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krisi
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re: Analyst: Chip market correction 'imminent'
krisi   9/27/2010 6:21:24 PM
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Many companies that I know hire people on a contract basis only. This probably means they see growth now but are reluctant to increase staffing levels permanently feeling a drop in demand coming shortly...Kris

Mahalowower
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re: Analyst: Chip market correction 'imminent'
Mahalowower   9/27/2010 7:10:09 AM
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Whenever analysts get hyper, it really worries me. Looks like the semi market will either keep growing - if you listened to the last three announcements/articles about 50%+ growth rates - or in this instance - an imminent correction. As @drquine said above, a slightly mid-term view (assuming we are incapable of long term view) might give a much better sense of in which direction the wind is blowing. Two data points make not a trend! http://mahalowpower.com/

DrQuine
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re: Analyst: Chip market correction 'imminent'
DrQuine   9/25/2010 2:36:39 PM
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The "end" of the recession enabled consumers to start buying again (and new products like the iPad are tempting). Can these crazy percent growth and decline industry numbers be understood by stepping back and looking at a longer time window? Are we simply seeing a recovery from a sharp recession drop? I'd guess that a rational prediction for ongoing growth will be a much more sustainable number. I'd be interested to see a 5 year plot of the trends.

Baolt
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re: Analyst: Chip market correction 'imminent'
Baolt   9/23/2010 6:31:37 PM
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i dont think in no way semi market would see %50 percent growth. in most optimistic prediction we could see %33 grow at end of year, thank to rapidly growing clever mobile gadgets and pads. We expect several reveals till Q4 before hot market days. But thats all, nothing further can add more. The growth was that fast, noone was ready, there were no healthy stocks, only big companies got what they wanted, many founderies went on allocation at following time, so little players suffered, suffering. Momently nobody is able to move or support demand at high ratio At 2000s we had emerging markets strawing for computers,GSM sets boom at grown economies... now stiuation is different. Especially at US and EU people are not willing to buy many clever gadgets, neither auto market is promising. Global economic situation specifically unemployement ratios are still pain at back.

daleste
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re: Analyst: Chip market correction 'imminent'
daleste   9/22/2010 6:54:26 PM
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We are getting mixed messages in the media. Lead times increasing and capacity constraints while at the same time, the bottom is dropping out of the market. There is no way the economy can sustain greater than a 50% growth, but that doesn't mean to will drop to a negative. I think most of the problem is mix with some technologies having constrainst and other having an over supply.

ronrun
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re: Analyst: Chip market correction 'imminent'
ronrun   9/22/2010 6:14:02 AM
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The stock price correction has already been priced in. Old news. The greater question is: Can Intel survive without bribing and coercing computer manufacturers to exclude competition??

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