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eemom
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Sales downgrade
eemom   9/9/2011 1:50:14 PM
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Thanks for the article Barbara.  I find it very concerning that three companies have downgraded sales expectation.  I wonder if this is just an inventory correction or if it speaks to a potential weaker holiday buying season?  If it is the later then it represents issues with our economy which has been slow to recover.  It seems like every time we expect turnaround and recovery, the market takes a hit for one reason or another and consumers get gun shy yet again.

Jay_Bond
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re:
Jay_Bond   9/10/2011 7:28:52 AM
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It seems like most of the electronics supply chain is feeling the crunch. Even Apple isn't doing what was originally forecasted. With the global economic instability rearing its ugly head again, many consumers and businesses are cutting back spending. This is being felt throughout the supply chain. Even though TI downgraded their expectations along with many other companies, it does appear that they are still going to end up in the black. Many investors and board members need to realize that while they might not of made as much money, they are still running in the positive. And that is much better than running in the red and wondering how they are going to survive.

mfbertozzi
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Re: Sales downgrade
mfbertozzi   9/10/2011 7:38:50 AM
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I personally believe chip makers will be impacted by people preferences. In a recent past we would say producers were in condition to influence market quite indipendently from people thoughts. As of today it seems we are assisting to the reverse condition: people make the market. That said, there is potentially the possibility chipset from PC or Notebook won't be required as in the past and demands for mobile chipset will grow a lot. If we consider when I was young, TI was famous and leader for personal calculator, it is quite easy to understand possible scenario in the near future.

saranyatil
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Re: Sales downgrade
saranyatil   9/12/2011 2:24:57 AM
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"As of today it seems we are assisting to the reverse condition: people make the market."


mfbertozzi,

Rightly said we are unable to forecast the sales exactly, It is very difficult to estimate the demand. This market is somplete;y driven by People.


FLYINGSCOT
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Weak outlook
FLYINGSCOT   9/12/2011 6:57:14 AM
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I am also seeing softness in the IC market and wish I had better visibility of when things will pick up.  I wonder how the TI-Natsemi acquisition might also be affecting things?

hwong
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Re: Sales downgrade
hwong   9/14/2011 2:02:48 PM
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Just saw the news article that Poverty level has reached an all time high since 1996. Median income is now at ~50k. I guess people are now one man household because it seems salary should be higher for a specific position due to inflation.  

WIth this kind of news, people will be more reluctant to spend money. Hence demand will not go up.

tirlapur
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Supply Network Guru
Re: Sales downgrade
tirlapur   9/19/2011 3:37:21 PM
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I find it very concerning that three companies have downgraded sales expectation.

@eemom, I share your concerns. I just wonder what will these downgrades eventually  lead to ? Will it result in further job cuts, or hiring freeze , or pay cut no body knows for sure. I think everyone is eagerly waiting for year-end sales season.  If we dont see spike in the consumer spending then it means things are not yet stabilised.




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