| To: sixty2nds who wrote (13508) | 12/3/2005 10:44:01 PM | | From: Howard R. Hansen | | | | Balance sheets and revenues have been in the dumpster for a long time. There is evidence that is changing.
There was an article in this morning's newspaper that supports your viewpoint. Highlights of the article are:
1. Global semiconductor sales topped $20 billion in October 2005, the highest one month total on record. This was an increase of 6.6% from $18.8 billion in October 2004.
2. Global semiconductor sales were $166.4 billion in 2003.
3. Global semiconductor sales hit a record high of $213 billion in 2004.
4. Global semiconductor sales are on track to rise 6.8% this year to $228 billion.
5. Before 2004 the record high for global semiconductor sales was $204.4 billion in 2000.
6. For the last 18 months consumer electronic devices have accounted for more than half of semiconductor sales. |
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| To: Howard R. Hansen who wrote (13509) | 12/4/2005 11:37:12 PM | | From: ELH1006 | | | | | Howard, I have a large holding in ATML, most between 2.03-2.12. If management ever gets the R&D cost down to a more reasonable number, this stock should rise quite nicely. I never have understood how ATML can spend such a huge amount and a high % of sales on R&D. |
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| To: ELH1006 who wrote (13510) | 12/31/2005 8:05:59 AM | | From: sixty2nds | | | | | I don't mind the R&D spending. I can't understand why they haven't hit a home run with it! Disclosure, No current position. |
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| To: English Cowboy who wrote (13514) | 1/31/2006 3:08:36 PM | | From: tech101 | | | | December chip sales up 14%, predicts analyst
Peter Clarke
EE Times
(01/31/2006 9:57 AM EST)
LONDON — In one of the oddities caused by averaging and using different comparison bases, global chip sales are expected to decline to $20.1 billion in December from $20.4 billion in November, on a three-month average basis, but still be up 9.3 percent year-on-year according to Handelsbanken Capital Markets.
That would translate to actual chip sales up 14.4 percent in a December to December comparison, driven partly by the poor December recorded a year before.
PC and handset chip sales should both have been strong in December, the firm said, adding that NAND memory chips and consumer electronics chips should continue their strong trend.
“Some of the data we follow for the PC market does show a slower trend, so an inventory build-up in Q4 will probably lead to a slower month for PC processor chips in January,” said Bruce Diesen, strategist with Handelsbanken.
Handelsbanken made no change to its forecasts for worldwide chip market growth, which it reckons was 7 percent in 2005 and will be 8 percent in 2006.
The three-month average of global chip sales for December, as collated by World Semiconductor Trade Statistics organization, is due to be published early in February.
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| From: tech101 | 2/1/2006 1:58:34 AM | | | | | | EE Times: Semi News
IC industry is no dog in new forecast
Mark LaPedus
EE Times
(02/01/2006 12:55 AM EST)
SAN JOSE, Calif. — The “Year of the Dog” will not be a dog for the semiconductor industry in 2006, according to an investment banking firm.
Instead, the semiconductor industry is getting off to a decent start in the “Year of the Dog.” In Chinese culture, each year is named for an animal mascot, and 2006 will be the “Year of the Dog.”
“We expect another average year for semiconductor growth — our forecast calls for revenue of $243 billion, representing 7.5 percent year-over-year growth [in 2006 over 2005],” according to a report from the Friedman Billings Ramsey Group Inc. (FBR), a research firm.
“We believe the dynamics [in second half of 2005] of low inventory and low lead times are likely to continue over the next few months, setting up favorable conditions as we enter 2006,” according to FBR (Arlington, Va.).
Handset and notebook PC demand are solid, but chip-sets remain in tight supply, especially for Intel Corp.’s 915 and 945 lines, the report said. The 915 and 945 are 130-nm chip-set products for PCI Express applications.
ATI Technologies Inc. is supplying its Xpress 200 chip-set to Intel, which is using third-party products to keep up with huge OEM demand. “We think Intel will remain dependent on ATI as Intel tries to ramp dual-core through mid-year,” according to the report.
Intel, according to FBR, is also reportedly making the older-generation 865 chipset for use in entry-level systems. The 865 is a 180-nm chip-set designed for systems based on DDR1 memory.
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| From: tech101 | 2/1/2006 2:31:07 AM | | | | | | A Good Q4 2005
o Returning profitable with earning that beats estimation by 6 cent with increased revenue
o Continuing improved gross margin
o Reduced debts by $81 million
o Reduced work force by almost 10%
o Continuing reduction of amortization and depreciation |
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