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Bald wieder Evil 6,66 €, wie am Anfang dieses Threads?
na klar doch.. immer schön im hintergrund.. aber jeden tag am mitlesen..
gruss
gruss
Antwort auf Beitrag Nr.: 42.441.973 von spaceavenue am 05.12.11 22:27:34Hallo,ich lese da Übernahme? Wer weiß etwas neues?Ich sage euch ein Tolles Unternehmen.Ich bin begeistert von ersten moment an.Ich habe jetzt die ganze Geschichte mit einem Optionsschein unterlegt.Liebe Grüsse an alle zur Weihnachtszeit. Sind die Alten alle noch an Bord.Z.B.:Tangobert,Arsene u.weitere Freunde.
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wird das nun die neue Dialog ? 
Antwort auf Beitrag Nr.: 42.462.361 von traderunion am 09.12.11 19:42:54Der Markt zieht noch die falschen Schlüsse.
Die Nachfrage bei den Halbleitern ist schwach weil die Lager geräumt werden. Sind die leer, wird geordert um die Nachfrage zu bedienen UND die Lager werden zusätzlich wieder aufgefüllt. Kauft jetzt semis...
Die Nachfrage bei den Halbleitern ist schwach weil die Lager geräumt werden. Sind die leer, wird geordert um die Nachfrage zu bedienen UND die Lager werden zusätzlich wieder aufgefüllt. Kauft jetzt semis...
Eingentlich kann man nach so einem Tag nur Fragen: Hä? Wieso nur 3,5%?
der rebound der semis steht mehr oder weniger kurz bevor.
texas instruments hat gestern gewarnt und der ceo sagt schöne dinge:
Okay. Sure. And I think this ties somewhat back to the question Uche asked maybe, that I hadn't gotten to specifically, which is do we still believe that we're in this bottoming process in the downturn, and the answer is we do. So what we look at, first of all, is that inventory levels of TI just as customers and distributors are now very low, and as I said before, we believe we're undershipping demand. So just to reiterate, at some point, customers will have to stop reducing inventory. And when that happens, our revenue will grow as our shipments increase to match the customers' production level even if there's no growth in end demand or replenishment of inventory. And for anybody that's watched this industry cycle over the course of time, you fully understand that once you start to get in that process and customers regain confidence in their own outlook, the next phase is they will typically then layer in addition inventory as well. The customers historically have not forecast these snapbacks in their demand, and instead, they rely on short product lead times to support their increased demand. We think we are very well positioned both with our inventory, as well as our short lead times to support that inevitable increase in demand. And the other thing that I would point to, which I had mentioned earlier, is just the stability you might say in terms of the orders took a step down in the month of July, but they've generally been flattish since that time, which is to us indicative of a bottoming process as well. I don't have an exact time period. Is it this quarter or is it next quarter as to where that snapback could occur? Historically, if you look at semiconductor inventory corrections, the response time generally results in a couple of quarters of inventory burn. And that's just looking at history. But we'll have to see what this one holds. But I guess I would say we continue to be encouraged that we're in the bottoming process even though demand was a little weaker than what we had initially expected this quarter
texas instruments hat gestern gewarnt und der ceo sagt schöne dinge:
Okay. Sure. And I think this ties somewhat back to the question Uche asked maybe, that I hadn't gotten to specifically, which is do we still believe that we're in this bottoming process in the downturn, and the answer is we do. So what we look at, first of all, is that inventory levels of TI just as customers and distributors are now very low, and as I said before, we believe we're undershipping demand. So just to reiterate, at some point, customers will have to stop reducing inventory. And when that happens, our revenue will grow as our shipments increase to match the customers' production level even if there's no growth in end demand or replenishment of inventory. And for anybody that's watched this industry cycle over the course of time, you fully understand that once you start to get in that process and customers regain confidence in their own outlook, the next phase is they will typically then layer in addition inventory as well. The customers historically have not forecast these snapbacks in their demand, and instead, they rely on short product lead times to support their increased demand. We think we are very well positioned both with our inventory, as well as our short lead times to support that inevitable increase in demand. And the other thing that I would point to, which I had mentioned earlier, is just the stability you might say in terms of the orders took a step down in the month of July, but they've generally been flattish since that time, which is to us indicative of a bottoming process as well. I don't have an exact time period. Is it this quarter or is it next quarter as to where that snapback could occur? Historically, if you look at semiconductor inventory corrections, the response time generally results in a couple of quarters of inventory burn. And that's just looking at history. But we'll have to see what this one holds. But I guess I would say we continue to be encouraged that we're in the bottoming process even though demand was a little weaker than what we had initially expected this quarter
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Gabriel.
Setze : Süss in den Zeiten der Euros
Gabriel.
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