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TI: Customers holding off on new orders

7/23/2012 11:04 PM EDT
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_hm
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re: TI: Customers holding off on new orders
_hm   7/24/2012 12:59:26 AM
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Perhaps TI lost focus in acquiring NSC an other organization. TI has good product range should focus more in marketing them.

daleste
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re: TI: Customers holding off on new orders
daleste   7/24/2012 1:36:12 AM
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It will be interesting to see if the other semi companies are seeing the same slow down or if this is just a TI issue.

mcgrathdylan
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re: TI: Customers holding off on new orders
mcgrathdylan   7/24/2012 4:02:00 AM
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@daleste- TI was pressed on this during the analyst call. One analyst said Intel and Xilinx are not expecting sales to be down as much compared to a typical third quarter. Slaymaker basically said those are different companies and that TI has a broader product portfolio than both of them. He also said that different management teams will likely interpret what is happening in different ways.

Robotics Developer
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re: TI: Customers holding off on new orders
Robotics Developer   7/24/2012 5:20:49 PM
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I would think that it is obvious that the current economy is at best faltering along, it does not surprise me that future sales orders are slowing. I am not sure how many companies feel strong about the next few quarters, given that it makes a lot of sense for cautionary buying. What surprises me is that we do not see more of this!

DrFPGA
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re: TI: Customers holding off on new orders
DrFPGA   7/24/2012 9:03:02 PM
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Don't be surprised if another round of mergers takes place over the next 6 months. Any thoughts on the next targets? Soon we will be down to only 2 major vendors in each key market. That may provide a clue...

daleste
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re: TI: Customers holding off on new orders
daleste   7/24/2012 10:38:55 PM
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A lot of the companies are sitting on cash so acquisitions could be coming. I think TI already spent theirs.

docdivakar
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re: TI: Customers holding off on new orders
docdivakar   7/25/2012 6:34:26 PM
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@dylan.mcgrath: could it be that TI's product portfolio is not diverse enough to ride this ride out this slow down? After all, there are many common products between what TI had before NSC merger (like the power management ones)... though it certainly added more in customers. MP Divakar

daleste
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re: TI: Customers holding off on new orders
daleste   7/26/2012 4:21:42 AM
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That is true. There are products that need to be phased out because of compatible products between the two portfolios. I think TI is looking at personnel redundancies first, but the product line needs to be streamlined as well. I don't think the upper management of TI will notice any downturn in their pocketbook, but many of the rank and file will.

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