Design Con 2015
Breaking News
Newest First | Oldest First | Threaded View
User Rank
re: Eight reasons why IC downgrade was baseless
pmcw   11/26/2009 3:05:16 AM
Stock performance is always the absolute measure. However, in this case, the claim is excess inventory will cause under-performance. If you read my full article on the subject, which includes data from tech companies that will report aggregate revenue this year of about $650B, you'll see my position is well documented. It was the BoA analyst that offered literally no substantiation for his claim. Personally, I think for one to be right he or she must nail both cause and affect - less than that is a lucky guess. Regards, Paul

User Rank
re: Eight reasons why IC downgrade was baseless
rkeist   11/25/2009 5:30:27 PM
so....let's check back on this thread in 3,6,9,12 months and see who called it right. We will look at the performance of the big 3 (SNPS,MENT,CDNS) on an absolute level as well as a relative level against the S&P 500. Start date is 11/23 or the date of Sumit's report if it is known. This is to answer the question of which analyst is best at their job of predicting the future: 1. Sumit of BoA -predicts these stocks will not outperform. 2. Paul of NITR - predicts that Sumit is wrong. 3. Craig of FBR - ditto. I'm betting on Sumit but only based on the weakness and vagueness of the list of arguments presented in this article. I've not read Sumit's original remarks on why he downgraded. Paul says "The sky is not falling" -- Sumit merely moved his recommendation from buy to neutral. Craig is here committing the "Straw Man fallacy (Fallacy Of Extension): attacking an exaggerated or caricatured version of your opponent's position." His arguments here are similarly weak and meaningless, non-specific and hard to follow.

User Rank
re: Eight reasons why IC downgrade was baseless
GeniusEE   11/24/2009 12:57:47 AM
You can't always "buy". The market has rallied significantly since March and has anticipated and factored 1Q 2010 in already. The double booking is a bunch of hogwash. Leadtimes, if anything, have tempered a full recovery of semis to almost mediocre rates, with some leadtimes now being as long as 26 weeks. Nobody is flush with cash enough, or has a credit line anymore, to buy double of anything and distributors are not doing their jobs to low pass filter customer demand. It'll be a sluggish plod upwards because we're all afraid to boom again.

Most Recent Comments
Top Comments of the Week
Flash Poll
Like Us on Facebook Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Max Maxfield

Is Your System Cyber-Secure?
Max Maxfield
Until recently, I was under the impression that my computer system in general -- and my precious data in particular -- was reasonably secure against the forces of evil, but then my eyes ...

Rich Quinnell

Bloopers Book Helps Improve GUI Development
Rich Quinnell
Courtesy of fellow editor "Max" Maxfield (aka Max the Magnificent), I recently acquired a copy of GUI Bloopers 2.0 by Jeff Johnson of UI Wizards. I found it an interesting read chock full ...

Martin Rowe

Make This Engineering Museum a Reality
Martin Rowe
Post a comment
Vincent Valentine is a man on a mission. He wants to make the first house to ever have a telephone into a telephone museum. Without help, it may not happen.

Rich Quinnell

Making the Grade in Industrial Design
Rich Quinnell
As every developer knows, there are the paper specifications for a product design, and then there are the real requirements. The paper specs are dry, bland, and rigidly numeric, making ...

Special Video Section
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...
Why culture makes Linear Tech a winner.
Recently formed Architects of Modern Power consortium ...
Specially modified Corvette C7 Stingray responds to ex Indy ...
Avago’s ACPL-K30T is the first solid-state driver qualified ...
NXP launches its line of multi-gate, multifunction, ...
Doug Bailey, VP of marketing at Power Integrations, gives a ...
See how to ease software bring-up with DesignWare IP ...
DesignWare IP Prototyping Kits enable fast software ...
This video explores the LT3086, a new member of our LDO+ ...
In today’s modern electronic systems, the need for power ...