http://stockmarketbeat.com/blog1/2006/11/01/inventory-glut-has-just-begun/ Our beat: The stock market. Our job: Beat it. Mon, 01 Dec 2008 23:45:11 +0000 http://wordpress.org/?v=2.2.1 http://stockmarketbeat.com/blog1/2006/11/01/inventory-glut-has-just-begun/#comment-6831 Texas Instruments CEO Sees No Evil Inventory - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Wed, 29 Nov 2006 20:14:09 +0000 http://stockmarketbeat.com/blog1/2006/11/01/inventory-glut-has-just-begun/#comment-6831 [...] Our readers are quite familiar with our concern that excessive capacity additions are going to make an already bad inventory situation even worse. Texas Instruments CEO Rich Templeton begs to differ - MarketWatch: The semiconductor industry doesn’t appear to have a serious problem with excess inventory, Texas Instruments Inc. (TXN) Chief Executive Rich Templeton said Tuesday. “I don’t think we have an inventory situation that’s out of control compared to what we’ve seen in the past,” Templeton said at a Credit Suisse conference for investors. He said many customers are comfortable with trimmer inventories, meaning they reorder more slowly knowing they can get additional chips from suppliers if needed. [...] […] Our readers are quite familiar with our concern that excessive capacity additions are going to make an already bad inventory situation even worse. Texas Instruments CEO Rich Templeton begs to differ - MarketWatch: The semiconductor industry doesn’t appear to have a serious problem with excess inventory, Texas Instruments Inc. (TXN - Annual Report) Chief Executive Rich Templeton said Tuesday. “I don’t think we have an inventory situation that’s out of control compared to what we’ve seen in the past,” Templeton said at a Credit Suisse conference for investors. He said many customers are comfortable with trimmer inventories, meaning they reorder more slowly knowing they can get additional chips from suppliers if needed. […]

]]> http://stockmarketbeat.com/blog1/2006/11/01/inventory-glut-has-just-begun/#comment-5622 Stock Market Beat » Blog Archive » Timing is Everything Thu, 16 Nov 2006 22:09:39 +0000 http://stockmarketbeat.com/blog1/2006/11/01/inventory-glut-has-just-begun/#comment-5622 [...] Sure. The only thing is, what makes them so sure that inventories have peaked? As we have mentioned once or twice (oh, what the hell - we’ve said it a lot), semiconductor equipment orders have been enormous. Do they think that equipment, once installed, won’t be put to use manufacturing more semiconductors? [...] […] Sure. The only thing is, what makes them so sure that inventories have peaked? As we have mentioned once or twice (oh, what the hell - we’ve said it a lot), semiconductor equipment orders have been enormous. Do they think that equipment, once installed, won’t be put to use manufacturing more semiconductors? […]

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