http://stockmarketbeat.com/blog1/2007/02/16/semi-equipment-orders-rise-terrible-news-for-semis/ Our beat: The stock market. Our job: Beat it. Mon, 01 Dec 2008 22:20:57 +0000 http://wordpress.org/?v=2.2.1 http://stockmarketbeat.com/blog1/2007/02/16/semi-equipment-orders-rise-terrible-news-for-semis/#comment-20178 Semi Equipment Orders Starting to Drop - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Fri, 16 Mar 2007 14:52:46 +0000 http://stockmarketbeat.com/blog1/2007/02/16/semi-equipment-orders-rise-terrible-news-for-semis/#comment-20178 [...] The good thing about the downward revision, and also the decline in February, is that it restores some balance to at least the trend in equipment orders relative to end demand for semiconductors. Although supply (chip equipment orders) is still growing much faster than the roughly 10% growth in semiconductor demand, at least the rate at which the capacity is growing is starting to slow down again. Furthermore, the billings (which represent what is actually installed rather than orders, which may prove too optimistic) have been running at a slower rate than orders. The 22% growth of installed equipment is still well higher than what is needed, but has less far to fall. [...] […] The good thing about the downward revision, and also the decline in February, is that it restores some balance to at least the trend in equipment orders relative to end demand for semiconductors. Although supply (chip equipment orders) is still growing much faster than the roughly 10% growth in semiconductor demand, at least the rate at which the capacity is growing is starting to slow down again. Furthermore, the billings (which represent what is actually installed rather than orders, which may prove too optimistic) have been running at a slower rate than orders. The 22% growth of installed equipment is still well higher than what is needed, but has less far to fall. […]

]]> http://stockmarketbeat.com/blog1/2007/02/16/semi-equipment-orders-rise-terrible-news-for-semis/#comment-18123 Semiconductor Oversupply: From Bad to Worse - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Mon, 05 Mar 2007 16:39:12 +0000 http://stockmarketbeat.com/blog1/2007/02/16/semi-equipment-orders-rise-terrible-news-for-semis/#comment-18123 [...] It doesn’t sound so bad until you recall that orders for new semiconductor equipment rose four times as quickly. That is going to make the inventory situation, which is already bad, worse. [...] […] It doesn’t sound so bad until you recall that orders for new semiconductor equipment rose four times as quickly. That is going to make the inventory situation, which is already bad, worse. […]

]]> http://stockmarketbeat.com/blog1/2007/02/16/semi-equipment-orders-rise-terrible-news-for-semis/#comment-15357 Semis and Semi Equipment Overcapacity Not a Short Term Issue - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Wed, 21 Feb 2007 20:06:21 +0000 http://stockmarketbeat.com/blog1/2007/02/16/semi-equipment-orders-rise-terrible-news-for-semis/#comment-15357 [...] The thing is, the overcapacity is just starting. Orders for new equipment began growing at a faster rate than end demand more than a year ago, and the trend has not reversed. Much of that equipment still has not been installed, and the latest figures suggest things will get even worse. [...] […] The thing is, the overcapacity is just starting. Orders for new equipment began growing at a faster rate than end demand more than a year ago, and the trend has not reversed. Much of that equipment still has not been installed, and the latest figures suggest things will get even worse. […]

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