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Carnegie raises chip market growth forecast

10/4/2010 10:58 AM EDT
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krisi
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re: Carnegie raises chip market growth forecast
krisi   10/4/2010 5:39:41 PM
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Good comments Tamza. I would like to add that I see lots of hiring that is short term (contractors etc.) not permanent so semi execs are probably seeing that growth not sustainable...Kris

Tamza
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re: Carnegie raises chip market growth forecast
Tamza   10/4/2010 5:08:23 PM
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smart phones will level off soon, and the military demand is too; so projected high growths are not sustainable for these several quarters. 3 mo moving averages are (by their nature) a lagging indicator; PC sales WERE strong earlier in the year but ONLY after they fall do we start hearing of reduced forecasts. As Mr Berra said: Forecasting is impossible, especially about the future. Yet we keep paying attention to them ... show me a forecast in the semiconductor industry that has come within 30% ... BTW when shipments are production constrained a company CAN certainly 'forecast' sales in a high-demand capacity-constrained environment.

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