Comments on: DSI Trends for Semiconductor Companies http://stockmarketbeat.com/blog1/2007/06/01/dsi-trends-for-semiconductor-companies/ 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 By: 2007 June 07 - Stock Market Beat - Our beat: The stock market. Our job: Beat it. http://stockmarketbeat.com/blog1/2007/06/01/dsi-trends-for-semiconductor-companies/comment-page-1/#comment-35607 2007 June 07 - Stock Market Beat - Our beat: The stock market. Our job: Beat it. Wed, 06 Jun 2007 16:17:41 +0000 http://stockmarketbeat.com/blog1/2007/06/01/dsi-trends-for-semiconductor-companies/#comment-35607 [...] DSI Trends for Semiconductor Companies [...] [...] DSI Trends for Semiconductor Companies [...]

]]> By: Trent http://stockmarketbeat.com/blog1/2007/06/01/dsi-trends-for-semiconductor-companies/comment-page-1/#comment-34949 Trent Sun, 03 Jun 2007 23:03:07 +0000 http://stockmarketbeat.com/blog1/2007/06/01/dsi-trends-for-semiconductor-companies/#comment-34949 Thanks. As you say, looking at sequential changes could allow you to spot a trend earlier but at the risk of confusing seasonal changes in the mix. Sequential is a good place to start, but perhaps listen to the calls and compare with year/year numbers before jumping to conclusions. There may be justifiable reasons for a one-quarter buildup. You can also look at the production/COGS over several quarters to see if a new buildup is just making up for several quarters of drawdowns. Thanks.

As you say, looking at sequential changes could allow you to spot a trend earlier but at the risk of confusing seasonal changes in the mix. Sequential is a good place to start, but perhaps listen to the calls and compare with year/year numbers before jumping to conclusions. There may be justifiable reasons for a one-quarter buildup.

You can also look at the production/COGS over several quarters to see if a new buildup is just making up for several quarters of drawdowns.

]]> By: James Montgomery http://stockmarketbeat.com/blog1/2007/06/01/dsi-trends-for-semiconductor-companies/comment-page-1/#comment-34934 James Montgomery Sun, 03 Jun 2007 20:58:17 +0000 http://stockmarketbeat.com/blog1/2007/06/01/dsi-trends-for-semiconductor-companies/#comment-34934 William: Great post this, and the related one prior. Question: which do you think is more a more important comparison when thinking about DSI trends, Q-Q or Y-Y? Realize that quarterly fluctuations e.g. holiday buildup are mitigated by Y-Y comparison, but doesn't Y-Y also hide inventory buildups, and who's unable to burn off inventories like others? William:
Great post this, and the related one prior. Question: which do you think is more a more important comparison when thinking about DSI trends, Q-Q or Y-Y? Realize that quarterly fluctuations e.g. holiday buildup are mitigated by Y-Y comparison, but doesn’t Y-Y also hide inventory buildups, and who’s unable to burn off inventories like others?

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