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PJames
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re: Chip executives confidence in decline, says KPMG
PJames   12/20/2011 8:53:57 PM
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One wonders whether changes in the industry ecosystem might contribute to these numbers. If the industry is going through a phase of consolidation the number of pessimistic execs might be outsized compared to the overall industry prospects. Also, perhaps new entrants into the market, such as in China, are not sufficiently represented in the survey.

Dave.Dykstra
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re: Chip executives confidence in decline, says KPMG
Dave.Dykstra   12/19/2011 10:18:25 PM
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Some interesting numbers in this. It looks like the expected trend overall is slightly down but may be up in the US and China. But then again, since these really only rank the anticipated importance of different markets, they don't really tell us much about how they expect those markets to actually perform.



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