Design Con 2015
Breaking News
Comments
Newest First | Oldest First | Threaded View
Peter Clarke
User Rank
Blogger
Re: Corridor of uncertainty
Peter Clarke   7/19/2013 4:22:21 AM
NO RATINGS
In the past the general rule has been that the "bottom-up" sector-specific analysts tend to under-call these things (perhaps reflecting pressure not to talk-down the market) while the finance-funded analysts from the brokerage houses with more of a top-down view have tend to be closer to gettings things right.

But things change.

One thing that feels slightly different this year is the memory market situation with stronger ASPs. Even if the consumer market dips in the second half I am thinking stronger memory sales based on rising ASPs could help. 

Tom Murphy
User Rank
Blogger
Re: Corridor of uncertainty
Tom Murphy   7/18/2013 4:42:07 PM
NO RATINGS
Good question, Peter.  I'm inclined to think that -- combined with news from other tech companies and equipment makers -- there are signs of a slowdown. The big question is how deep and how long.  The smaller question is who would be immune?    Which are the safest areas of the semi market, even if the broad market slows?

Peter Clarke
User Rank
Blogger
Corridor of uncertainty
Peter Clarke   7/18/2013 1:20:48 PM
NO RATINGS
We are starting to enter of period of semiconductor economy uncertainty.

Is inventory still being drawn down or has the market turned, and if so how fast is inventory building?

Peter Clarke
User Rank
Blogger
Corridor of uncertainty
Peter Clarke   7/18/2013 1:14:52 PM
NO RATINGS
We are starting to enter of period of semiconductor economy uncertainty.

Is inventory still being drawn down or has the market turned, and if so how fast is inventory building?



Flash Poll
Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com 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

Want to Present a Paper at ESC Boston 2015?
Max Maxfield
7 comments
I tell you, I need more hours in each day. If I was having any more fun, there would have to be two of me to handle it all. For example, I just heard that I'm going to be both a speaker ...

Martin Rowe

No 2014 Punkin Chunkin, What Will You Do?
Martin Rowe
Post a comment
American Thanksgiving is next week, and while some people watch (American) football all day, the real competition on TV has become Punkin Chunkin. But there will be no Punkin Chunkin on TV ...

Rich Quinnell

Making the Grade in Industrial Design
Rich Quinnell
12 comments
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 ...

Martin Rowe

Book Review: Controlling Radiated Emissions by Design
Martin Rowe
1 Comment
Controlling Radiated Emissions by Design, Third Edition, by Michel Mardiguian. Contributions by Donald L. Sweeney and Roger Swanberg. List price: $89.99 (e-book), $119 (hardcover).