http://stockmarketbeat.com/blog1/2006/10/18/semiconductor-makers-meet-harsh-reality/ Our beat: The stock market. Our job: Beat it. Mon, 01 Dec 2008 23:48:54 +0000 http://wordpress.org/?v=2.2.1 http://stockmarketbeat.com/blog1/2006/10/18/semiconductor-makers-meet-harsh-reality/#comment-4653 Stock Market Beat » Blog Archive » Whither Tech Spending? Mon, 30 Oct 2006 15:32:39 +0000 http://stockmarketbeat.com/blog1/2006/10/18/semiconductor-makers-meet-harsh-reality/#comment-4653 [...] 70% of earnings reports beating estimates While we don’t dispute any of the points Merrill makes, we would note that the capacity utilization is likely to drop when all of the semiconductor equipment on order starts getting installed. [...] […] 70% of earnings reports beating estimates While we don’t dispute any of the points Merrill makes, we would note that the capacity utilization is likely to drop when all of the semiconductor equipment on order starts getting installed. […]

]]> http://stockmarketbeat.com/blog1/2006/10/18/semiconductor-makers-meet-harsh-reality/#comment-4522 Stock Market Beat » Blog Archive » Texas Instruments Unsurprise Tue, 24 Oct 2006 23:03:06 +0000 http://stockmarketbeat.com/blog1/2006/10/18/semiconductor-makers-meet-harsh-reality/#comment-4522 [...] Yep, and by the time orders pick up there will be a whole slew of new capacity available, which will cause prices to be slashed. And that is still assuming there isn’t a “broad turndown in consumption” despite evidence that the US consumer may be running out of gas. The author may hold a position in the securities discussed. A current list of the author's holdings is available here. [...] […] Yep, and by the time orders pick up there will be a whole slew of new capacity available, which will cause prices to be slashed. And that is still assuming there isn’t a “broad turndown in consumption” despite evidence that the US consumer may be running out of gas. The author may hold a position in the securities discussed. A current list of the author’s holdings is available here. […]

]]>