http://stockmarketbeat.com/blog1/2007/04/20/semi-equipment-orders-virtually-flat/ 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/blog1/2007/04/20/semi-equipment-orders-virtually-flat/comment-page-1/#comment-27034 SanDisk Announces First Quarter Results: Financial News - Yahoo! Finance - Stock Market Beat - Our beat: The stock market. Our job: Beat it. Thu, 26 Apr 2007 23:30:06 +0000 http://stockmarketbeat.com/blog1/2007/04/20/semi-equipment-orders-virtually-flat/#comment-27034 [...] Don’t say we didn’t warn you. In addition to harping about oversupply for the last year, we said in our earnings preview that it “Will take more than one quarter to clear the channel inventory.” In fact, SanDisk’s own inventory increased $100 million during the quarter, or 20%. At this rate, the fourth quarter/2008 recovery may be too optimistic an outlook. For more information, see all articles on: Stock Market, SNDK [...] [...] Don’t say we didn’t warn you. In addition to harping about oversupply for the last year, we said in our earnings preview that it “Will take more than one quarter to clear the channel inventory.” In fact, SanDisk’s own inventory increased $100 million during the quarter, or 20%. At this rate, the fourth quarter/2008 recovery may be too optimistic an outlook. For more information, see all articles on: Stock Market, SNDK [...]

]]> http://stockmarketbeat.com/blog1/2007/04/20/semi-equipment-orders-virtually-flat/comment-page-1/#comment-26564 MU: DRAM Market Update - Stock Market Beat - Our beat: The stock market. Our job: Beat it. Tue, 24 Apr 2007 16:49:32 +0000 http://stockmarketbeat.com/blog1/2007/04/20/semi-equipment-orders-virtually-flat/#comment-26564 [...] The folks at DRAMeXchange are hopeful prices will soon bottom ahead of the second half selling season. Given the capacity expansion that took place so far, we think at best the decline will be slower. For more information, see all articles on: Stock Market, Semis, SMH, MU [...] [...] The folks at DRAMeXchange are hopeful prices will soon bottom ahead of the second half selling season. Given the capacity expansion that took place so far, we think at best the decline will be slower. For more information, see all articles on: Stock Market, Semis, SMH, MU [...]

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