Embedded Systems Conference
Breaking News
Comments
Newest First | Oldest First | Threaded View
adelestuart
User Rank
Author
re: Lead times: Damned if you do, damned if you don't
adelestuart   5/27/2013 11:24:50 AM
NO RATINGS
it is an objective analysis! Great job! http://www.yachtbooker.com/Yacht-Charter-split.html

ylshih
User Rank
Author
re: Lead times: Damned if you do, damned if you don't
ylshih   8/5/2010 2:19:05 AM
NO RATINGS
There is some logic to both being issues (too long or too short lead times) as the situations represent significant changes in trends and new challenges for management. The consequent increase in business risks for each company requires the analyst to call attention to the reliability of the financial forecasts. Basically, any time a company gets slapped too far off center, recovering their balance adds the risk they stumble or fall. Of course, it could just be wishy-washy CYA too!

Silicon_Smith
User Rank
Author
re: Lead times: Damned if you do, damned if you don't
Silicon_Smith   7/25/2010 5:32:01 AM
NO RATINGS
I find the arguments, put forward by Danely, hard to comprehend. Xilinx being mostly a sole-source, should not be too bothered about double-ordering. Unless, it can keep the lead times below a certain threshold, beyond which, customers might find value in platform change. I absolutely don't agree with the correlation between pulled-in lead times and low demand. In times, where customers were struggling with time-to-market due to extended lead times, if companies, such as TI, come up with efforts to actually put the lead times within acceptable brackets, it does not reflect in any way on the demand. It actually augurs well in the long run as customer confidence is retained and it acts as a magnet for customers in growing economies where time to market is essential.

alan.varghese
User Rank
Author
re: Lead times: Damned if you do, damned if you don't
alan.varghese   7/23/2010 3:24:49 PM
NO RATINGS
Xilinx makes unique parts; typically the parts are neither software compatible nor pin compatible with other competitor parts, so Xilinx's end-customers will need anywhere from 6 months or more to design in a different part. Moreover Xilinx's main competitor Altera has the same issue of extending Lead times, so it's not like end-customers can double order Xilinx with Altera. Thus the analyst's concern that Xilinx's extending Lead times puts it at risk of double ordering, is not convincing. On the other side of the coin, shorter Lead times are bad if it is caused by end markets softening, resulting in lower demand. (But it's obviously a good thing if end markets are strong, and a company has been able to match capacity and production with customer and market demand). In the case of TI, the issue is more complex. Though TI's end-market of Analog is growing, TI is still overweighted towards specific customers and products in its Wireless business unit, where market-share and end-demand is starting to flatten.

CamilleK
User Rank
Author
re: Lead times: Damned if you do, damned if you don't
CamilleK   7/23/2010 7:16:05 AM
NO RATINGS
How about: 'Demanding Demand Lead Times Leads to Double Demand.' Say it fast... Just having fun here..

mcgrathdylan
User Rank
Author
re: Lead times: Damned if you do, damned if you don't
mcgrathdylan   7/23/2010 5:36:23 AM
NO RATINGS
@John- I like the idea. I wish I'd thought of it. Very creative. I nearly changed the title after I read your suggestion, but in the event that this column gets made into a movie I don't want to have to share the proceeds.

DCH0
User Rank
Author
re: Lead times: Damned if you do, damned if you don't
DCH0   7/22/2010 8:28:44 PM
NO RATINGS
Apparently Mr. Danely is unaware of market share with "noting that one of his firm's rules for semiconductor investing is, simplistically, "Lead times coming in is bad."" With standard component lead times at 26 weeks on many parts, and major improvement would justify changing vendors.

John Birkner
User Rank
Author
re: Lead times: Damned if you do, damned if you don't
John Birkner   7/22/2010 7:15:13 PM
NO RATINGS
Dylan, I would change the title to: "Lead times: Demand if you do, demand if you don't" John



Radio
NEXT UPCOMING BROADCAST
In conjunction with unveiling of EE Times’ Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. One of Silicon Valley's great contributions to the world has been the demonstration of how the application of entrepreneurship and venture capital to electronics and semiconductor hardware can create wealth with developments in semiconductors, displays, design automation, MEMS and across the breadth of hardware developments. But in recent years concerns have been raised that traditional venture capital has turned its back on hardware-related startups in favor of software and Internet applications and services. Panelists from incubators join Peter Clarke in debate.
Flash Poll
Top Comments of the Week
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Special Video Section
The LTC®4015 is a complete synchronous buck controller/ ...
10:35
The LT®3042 is a high performance low dropout linear ...
Chwan-Jye Foo (C.J Foo), product marketing manager for ...
The LT®3752/LT3752-1 are current mode PWM controllers ...
LED lighting is an important feature in today’s and future ...
Active balancing of series connected battery stacks exists ...
After a four-year absence, Infineon returns to Mobile World ...
A laptop’s 65-watt adapter can be made 6 times smaller and ...
An industry network should have device and data security at ...
The LTC2975 is a four-channel PMBus Power System Manager ...
In this video, a new high speed CMOS output comparator ...
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 ...
10:29
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 ...