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chipmonk0
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re: Email to the editor: Chip industry shambles
chipmonk0   11/7/2011 4:48:32 PM
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this man Malcolm Penn is an insuffereble twit and a self - promoter and is really just trying to push the report from his company !

any1
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re: Email to the editor: Chip industry shambles
any1   11/7/2011 4:37:33 PM
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I believe today's business reality is that electronics demand is largely consumer driven. And consumers are notoriously fickle. Todays must have cell phone model ramps from zero to millions of handsets back to very modest levels within a six months time frame. The other reality is that with margins so small and capital requirements so large for most seimconductor businesses they cannot afford to err on the side of too much capacity. Back when PCs were the main drivers and corporate PC buying was at least somewhat predictable companies did have a bit more forward visibility. But in the post PC world where mobile computing is the fastest growth segment that's all history.

daleste
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re: Email to the editor: Chip industry shambles
daleste   11/6/2011 2:16:33 AM
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I tend to agree with you bltarng. When supplies get tight, customers start double booking. This causes the manufacturers to increase the run rates and build inventory. When things slow back down, all of a sudden there is too much inventory and the mix is always wrong. You just can't win.

t.alex
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re: Email to the editor: Chip industry shambles
t.alex   11/5/2011 12:30:56 PM
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Maybe he is right. Hmm.

goafrit
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re: Email to the editor: Chip industry shambles
goafrit   11/5/2011 12:14:54 PM
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Wow - incredibly. Not much love there...

_hm
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re: Email to the editor: Chip industry shambles
_hm   11/5/2011 10:21:02 AM
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This reminds me of Dilbert. May be this way, they will eventually make you work for them.

byt25
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re: Email to the editor: Chip industry shambles
byt25   11/5/2011 4:25:19 AM
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What an arrogant ass. You pat yourself on the back for drawing a straight line from July to August to arrive at September, and you excoriate businesses -- naturally reticent in an environment of uncertainty -- for not having all the answers. Sorry to break it to you, but we manufacturers have no magic crystal ball; we can only sell what our customers order and do our best to keep our supply chains aligned with demand. To tell you the truth, we are all scared to death with our customers hemming and hawing and not giving any straight answers to forecast inquiries. We are driving in the fog, and you criticize us for not telling you what curves lie ahead. It is the ANALYSTS' jobs to get the lay of the land, research the various actors in the supply chain, and provide estimates of overall market demand. Don't tell us to do your work for you.

nicolas.mokhoff
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re: Email to the editor: Chip industry shambles
nicolas.mokhoff   11/4/2011 5:20:10 PM
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Amen!



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