http://stockmarketbeat.com/blog1/2007/08/11/updated-semiconductor-supply-and-demand-model/ Our beat: The stock market. Our job: Beat it. Mon, 08 Sep 2008 00:29:57 +0000 http://wordpress.org/?v=2.2.1 http://stockmarketbeat.com/blog1/2007/08/11/updated-semiconductor-supply-and-demand-model/#comment-53146 INTC: Intel Should Beat Estimates | Stock Market Beat Tue, 16 Oct 2007 11:13:31 +0000 http://stockmarketbeat.com/blog1/2007/08/11/updated-semiconductor-supply-and-demand-model/#comment-53146 [...] the industry as a whole has been more disciplined about adding capacity. After more than a year of ordering more chip producing equipment than was needed to satisfy demand from customers, the last six months have seen orders for new equipment being placed at a far slower rate. In fact, [...] […] the industry as a whole has been more disciplined about adding capacity. After more than a year of ordering more chip producing equipment than was needed to satisfy demand from customers, the last six months have seen orders for new equipment being placed at a far slower rate. In fact, […]

]]> http://stockmarketbeat.com/blog1/2007/08/11/updated-semiconductor-supply-and-demand-model/#comment-53104 Semiconductor Sales Report Par For the Course | Stock Market Beat Tue, 04 Sep 2007 12:51:03 +0000 http://stockmarketbeat.com/blog1/2007/08/11/updated-semiconductor-supply-and-demand-model/#comment-53104 [...] much in line with the average year/year growth so far in 2007. This is the predictable result of excess semiconductor equipment orders in [...] […] much in line with the average year/year growth so far in 2007. This is the predictable result of excess semiconductor equipment orders in […]

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