http://stockmarketbeat.com/blog1/2007/04/02/chip-supply-issues-now-hurting-demand/ Our beat: The stock market. Our job: Beat it. Tue, 03 Jun 2008 15:36:49 -0600 http://wordpress.org/?v=2.8.1 hourly 1 http://stockmarketbeat.com/blog1/2007/04/02/chip-supply-issues-now-hurting-demand/comment-page-1/#comment-28040 MU: DRAM Correction Playing Out Pretty Much As We Said it Would - Stock Market Beat - Our beat: The stock market. Our job: Beat it. Wed, 02 May 2007 14:37:29 +0000 http://stockmarketbeat.com/blog1/2007/04/02/chip-supply-issues-now-hurting-demand/#comment-28040 [...] And don’t even get us started on “whether or not the demand can keep pace with the increasing supply will be a primary issue to monitor in 2H07.” For more information, see all articles on: Stock Market, Semis, HPQ, SMH, MU, LRCX, SNDK This article is for entertainment purposes only and reflects the author's opinion. It is not a solicitation or advice to buy or sell any securities mentioned. Always consult a qualified advisor before making investment decisions. [...] [...] And don’t even get us started on “whether or not the demand can keep pace with the increasing supply will be a primary issue to monitor in 2H07.” For more information, see all articles on: Stock Market, Semis, HPQ, SMH, MU, LRCX, SNDK This article is for entertainment purposes only and reflects the author’s opinion. It is not a solicitation or advice to buy or sell any securities mentioned. Always consult a qualified advisor before making investment decisions. [...]

]]> http://stockmarketbeat.com/blog1/2007/04/02/chip-supply-issues-now-hurting-demand/comment-page-1/#comment-26294 The Week Ahead (22 April 2007) - Stock Market Beat - Our beat: The stock market. Our job: Beat it. Mon, 23 Apr 2007 03:37:04 +0000 http://stockmarketbeat.com/blog1/2007/04/02/chip-supply-issues-now-hurting-demand/#comment-26294 [...] Texas Instruments (TXN - Annual Report) - March and June quarters have both had significant downward revisions. Will day of reckoning be forestalled? [...] [...] Texas Instruments (TXN – Annual Report) – March and June quarters have both had significant downward revisions. Will day of reckoning be forestalled? [...]

]]> http://stockmarketbeat.com/blog1/2007/04/02/chip-supply-issues-now-hurting-demand/comment-page-1/#comment-23764 AMD: Knee-Jerk Rally on AMD’s Earnings Warning Should Fade - Stock Market Beat - Our beat: The stock market. Our job: Beat it. Mon, 09 Apr 2007 20:35:24 +0000 http://stockmarketbeat.com/blog1/2007/04/02/chip-supply-issues-now-hurting-demand/#comment-23764 [...] For all the people who complained about our bearish semiconductor outlook, saying things like “semiconductor companies can’t add new capacity instantly, so they spend their way through most downturns in preparations for the upswings. ’cause it’s always worked before,” perhaps this press release will provide some insight. AMD (AMD) today announced it expects to report revenue of approximately $1.225 billion in the quarter ending March 31, 2007. Revenues declined sharply quarter-over-quarter for the Computing Solutions segment, primarily due to lower overall average selling prices and significantly lower unit sales, especially in the resale channel. [...] [...] For all the people who complained about our bearish semiconductor outlook, saying things like “semiconductor companies can’t add new capacity instantly, so they spend their way through most downturns in preparations for the upswings. ’cause it’s always worked before,” perhaps this press release will provide some insight. AMD (AMD - Annual Report) today announced it expects to report revenue of approximately $1.225 billion in the quarter ending March 31, 2007. Revenues declined sharply quarter-over-quarter for the Computing Solutions segment, primarily due to lower overall average selling prices and significantly lower unit sales, especially in the resale channel. [...]

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