Jump to content



Photo

Mr. Jobs, Pardon me, but what are you doing to that Pooch?


  • Please log in to reply
36 replies to this topic

#31 maineman

maineman

    maineman

  • Traders-Talk User
  • 1,987 posts

Posted 11 January 2007 - 08:17 AM

But there is always the possiblity that Snake Pliskin (Kurt Russell/Escape from L.A,) walks out of the bushes with his super-secret remote control that turns off all power and communication for "decades" and we are all forced to go for walks and sit around and talk to each other face to face for a few generations.... Seriously, you have to consider all the possibilities..... mm
He who laughs laughs laughs laughs.

My Blog -Maineman Market Advice

#32 OEXCHAOS

OEXCHAOS

    Mark S. Young

  • Admin
  • 21,998 posts

Posted 11 January 2007 - 08:29 AM

Snake Pliskin!!!????!??!?!?!??!?!! I thought he was DEAD!! :lol:

Mark S Young
Wall Street Sentiment
Get a free trial here:
http://wallstreetsen...t.com/trial.htm
You can now follow me on twitter


#33 securelstmile

securelstmile

    Member

  • Banned
  • 2,603 posts

Posted 11 January 2007 - 08:32 AM

Well if that happens.... I will reinvent the tin cans on a string, using extra long unbreakable string with new material that allows for high resonance sound so that when I sing into it the sound is crystal clear and I will sound just like Mariah Carey. You will all want one.
The harder I work, the luckier I get.

#34 SemiBizz

SemiBizz

    Volume Dynamics Specialist

  • Traders-Talk User
  • 23,208 posts

Posted 11 January 2007 - 10:35 AM

You know this is very simple. You don't have to have a PhD in Electrical Engineering (although we have some on the board) to understand this. You are confusing NEW innovations with combining EXISTING products into a single one. For example each of those products I described has it's own:

1 processor
2 memory
3 peripherals
4 power supplies
5 I/O and buffers
6 operating system software code.
7 RF where applicable
8 digital logic




Considering semiconductors . it takes two years to field custom chips these days, even for a fast turn. The semiconductors may be sending a forward warning about the future of their customers... Most of the semiconductor sales guys I talk to say business is still soft... There's definitely some kind of problem, The Nasdaq makes a post-crash high this morning and the SOX is down on the day.



http://bigcharts.mar...&mocktick=1.gif

Edited by SemiBizz, 11 January 2007 - 10:39 AM.

Price and Volume Forensics Specialist

Richard Wyckoff - "Whenever you find hope or fear warping judgment, close out your position"

Volume is the only vote that matters... the ultimate sentiment poll.

http://twitter.com/VolumeDynamics  http://parler.com/Volumedynamics

#35 dasein

dasein

    Member

  • Traders-Talk User
  • 7,696 posts

Posted 11 January 2007 - 12:30 PM

This is really interesting to me - there are so many times when people dont agree, but they THINK the other doesnt understand what they said. I think its better to let it pass - the other person may just not be capable of understanding it the way you do - even thoit seems self evident. This happens to me a lot. To change their point of view you might need to change an entire range of primal assumptions, or even the definition of certain words as they understand them. Unless you think this is truly a Mother Teresa kind of job, why not just find out in the fullness of time what the best assessment was. I basically agree with Semi, but SS, I do agree there is less innovation in the tech consumer product space, because there are so many sure fire formulae for excess profits anyway - differentiation and marketing is cheaper than innovation - and the 90s tech boom was all about innovation in search of a purpose in life, and it burned.... that said, wouldnt you say Goog is innovative? if you want real tech innovation, there is a lot of it around - in process engineering, materials development, nano, bio, clean energy, etc - Im glad, this innovation will "make a difference," the innovation for a dandier consumer product just makes me recoil at all the wasted money, I mean really, we are a culture of consumtion and celebrities, this will not make us stronger. klh
best,
klh

#36 SemiBizz

SemiBizz

    Volume Dynamics Specialist

  • Traders-Talk User
  • 23,208 posts

Posted 11 January 2007 - 01:07 PM

Excess chip inventory keeps growing, says iSuppli



Surplus semiconductor inventories in the global electronics supply chain rose again in the fourth quarter of 2006, meaning that excess stockpiles are likely to linger through 2007, iSuppli predicts.

Total excess chip inventory swelled to US$4.3 billion in the fourth quarter, up 4.9% from US$4.1 billion at the end of the third quarter, according to a preliminary estimate from iSuppli.

"The 4.9% increase in excess semiconductor stockpiles conforms to iSuppli's forecast, and does not mark a significant worsening of the surplus inventory situation," said Rosemary Farrell, analyst with iSuppli. "While rising levels of excess inventory are a concern for the global semiconductor industry in 2007, they are not sufficient to derail market growth."



Although US$4.3 billion appears to be a worrying total, the impact of the overage on the semiconductor industry will not be that great in 2007. If the excess inventory were taken out of the equation, the semiconductor market would experience only a 1-2 percentage-point increase in growth in 2007 compared to iSuppli's present forecast of a 10.6% expansion in global chip sales for the year.



However, indications of rising inventory come amid signs of the start of a seasonal slowdown for the semiconductor market and the larger electronics industry. Chip suppliers in the fourth quarter of 2006 experienced slowing orders for semiconductors for 3G wireless handsets and for high-end computers, adding to weakness already seen in some segments of the networking and wired communications segment.

Furthermore, overproduction of LCD televisions added to excess stockpiles of related chips during the fourth quarter. In light of these trends, some semiconductor suppliers have trimmed their guidance for their fourth-quarter results.



Semiconductor suppliers in the fourth quarter typically reduce their days of inventory (DOI) by a larger margin than they do in the third quarter. After entering the third quarter of 2006 with elevated DOI, semiconductor suppliers reduced their DOI by less than a day in the third quarter. This slight decrease of inventory fell short of the five-year average of nearly two days of reduction in DOI among semiconductor suppliers in the third quarter.



While most of the excess stockpiles are concentrated at the semiconductor suppliers, there are signs of worsening inventory levels at electronics manufacturing services (EMS) providers. EMS inventory remains bloated and some will be pushed back to semiconductor suppliers. DOI at component distributors is stable.

Despite this, iSuppli believes that the current inventory situation is not a cause for major concern. Although some semiconductor suppliers reduced their guidance, the negatives are offset by positive results at other companies. The fact that DOI at semiconductor suppliers are on track to decline at a lower-than-normal rate is not unexpected. This is due to the slowing of demand from some end markets, as well as inventory adjustments among chip customers.
Price and Volume Forensics Specialist

Richard Wyckoff - "Whenever you find hope or fear warping judgment, close out your position"

Volume is the only vote that matters... the ultimate sentiment poll.

http://twitter.com/VolumeDynamics  http://parler.com/Volumedynamics

#37 securelstmile

securelstmile

    Member

  • Banned
  • 2,603 posts

Posted 11 January 2007 - 01:55 PM

This is really interesting to me - there are so many times when people dont agree, but they THINK the other doesnt understand what they said. I think its better to let it pass - the other person may just not be capable of understanding it the way you do - even thoit seems self evident. This happens to me a lot. To change their point of view you might need to change an entire range of primal assumptions, or even the definition of certain words as they understand them. Unless you think this is truly a Mother Teresa kind of job, why not just find out in the fullness of time what the best assessment was.

I basically agree with Semi, but SS, I do agree there is less innovation in the tech consumer product space, because there are so many sure fire formulae for excess profits anyway - differentiation and marketing is cheaper than innovation - and the 90s tech boom was all about innovation in search of a purpose in life, and it burned.... that said, wouldnt you say Goog is innovative?

if you want real tech innovation, there is a lot of it around - in process engineering, materials development, nano, bio, clean energy, etc - Im glad, this innovation will "make a difference," the innovation for a dandier consumer product just makes me recoil at all the wasted money, I mean really, we are a culture of consumtion and celebrities, this will not make us stronger.

klh



I am just a captitalist at heart. Some may remember I did very well investing in intuitive surgical. Now that is innovation one can appreciate on not just a captitalist creating the better mouse trap level but just the idea of creating something great that helps humanity. In the purist form that is more of what I would like to see but I will take any better mouse traps as I believe one true innovation (a rarity indeed) can lead to many others that can help mankind. It is about moving society forward and that takes creative minds.

As an investor this is what I search for and it is fun trying to find it and being right when you do get it before everyone else.
The harder I work, the luckier I get.