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Global Q2 chip sales confirm falling market

8/1/2011 01:39 PM EDT
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patrick38
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re: Global Q2 chip sales confirm falling market
patrick38   8/9/2011 4:13:28 PM
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Maybe as well on top of very detailled explanation from peter should we integrate more structural reasons. when we look at the market there is part of it having a big growth like tablets for instance but this is at the detriment of netbook so overall the growth is strongly reduced. THe same type of phenomena happens in mobile phones where smartphones are eating part of the feature phone market. Even if growth is there in these segments some signs shows here and there that overall it is may be not so important as expected. The last point is really the real consumer demand as there is today no real breakthrough in technology that really justify very strong sales on top of the ones of taoday as it was the case with mobile phones, digital TV's, DVD recorders,... Once you have a smartphone with touch screen HD video capability and 3G+ capacity what is the next feature which will justify you will buy a new one and replace the current one? This could be as well even reinforce wiht the application store story allowing you to create a complete environment on your device, thanks to application downloading. Once you have a working and well suited environment, you don't want to loose it and to reinstall on a new device if you are not forced to do it.SO as a concluson I think that yes economical conditions are a reason of slowdown but there is maybe others which have nothing to do with pure economic.

yalanand
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re: Global Q2 chip sales confirm falling market
yalanand   8/2/2011 5:28:50 PM
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Thanks Peter for the detailed explaination.

Peter Clarke
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re: Global Q2 chip sales confirm falling market
Peter Clarke   8/2/2011 12:38:30 PM
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@yalanand First question: Apart from suffering the shocking catastrophe itself, Japan has probably suffered a quarter of stiffled demand as the country has been operating in "emergency" mode. However, at some point the rebuilding mode becomes the more significant and produces elevated demand. Of course the inhibition of an emergency and the stimulus of rebuilding can co-exist in different sectors and different geographies. So the gross effect depends when one surpasses the other. Let me have a think. Second question: Well the slowdown may be relieved at some point; there is a natural periodicity to economic oscillations at different levels. But as to the U.S. debt crisis itself: which could be bracketed with a western hemisphere debt crisis in general: the impact will surely last at least a decade. I think it must be born in mind that many finesses and economic sleights of hand are possible when a country is the world's largest economic power and its currency is a defacto global currency. When there are other currencies of equal weight in the world and of greater attractiveness the rules change. And unwinding the positions taken previously can take time.

yalanand
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re: Global Q2 chip sales confirm falling market
yalanand   8/2/2011 11:14:54 AM
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@Peter, For how long do you think slowdown in Japan will continue ? How do you think the the slowdown in US because of debt crisis going to affect the chip sales ?

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