Sobering Stats From the Supply Chain

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anandvy
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Re: Sobering
anandvy   12/26/2011 1:26:35 AM
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No doubt this is clearly bad news for Intel in the short run, but this news is blessing in disguise for Intel because it has been trying to build a business in the emerging category of ultrabook computers or ultrathins, which do not use hard drives.

anandvy
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Re: Sobering
anandvy   12/26/2011 1:21:37 AM
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@Barbara, Last week heavy flooding caused chaos in Philippines. Will it also have an impact on the semiconductor industry ?

t.alex
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Re: Sobering
t.alex   12/13/2011 8:55:44 AM
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The flooding also causes Intel to lose 1 billion on harddisk shortage.

Barbara Jorgensen
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Sobering
Barbara Jorgensen   12/12/2011 4:07:25 PM
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Another update--Intel has lowered its Q4 expectations, citing the flooding in Thailand as a direct cause.

Barbara Jorgensen
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sobering
Barbara Jorgensen   12/9/2011 2:22:07 PM
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a couple of new stats to add: TI and Altera both lowered their Q4 expectations--TI in a big way. Here's the link: http://www.prnewswire.com/news-releases/ti-updates-fourth-quarter-2011-business-outlook-135273503.html

Jay_Bond
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re:
Jay_Bond   12/9/2011 9:33:03 AM
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@Ariella, it's funny you put it that way, I tend to be a realist, though I am rather optimistic when it comes to somethings.

t.alex
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re:
t.alex   12/9/2011 9:06:35 AM
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True, these stats are more practical and realistic. Companies are getting more conservative in there forecasts.

Barbara Jorgensen
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Sobering stats
Barbara Jorgensen   12/9/2011 8:56:34 AM
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mfb: the report does talk a bit about the supply chain's ability to invest in technology to drive better efficiencies. That spending is limited, although there are low-cost alternatives out there such as the cloud. There will be spending in Japan and Thailand as companies rebuild after the disasters.

mfbertozzi
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Re: Stats
mfbertozzi   12/9/2011 8:26:21 AM
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I am wondering if people are undestimating the possibility of Internet and telecom technology for improving supply chain, cutting costs and make profit better, even in a critical financial condition we are experiencing right now. I could agree with the up/down trend, but I am not 100% convinced corporations are implementing innovation for their internal processes, for example. And it is a matter not stricly related to crisis, it is the way to manage and lead the industry. Maybe positive or negative perspective could be overtaken just by adopting the innovation attitude.

Ariella
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Re: It's a Matter of Perspective, Really...
Ariella   12/9/2011 8:08:47 AM
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@DennisQ here's the book forhttp://www.amazon.com/Could-Be-Worse-James-Stevenson/dp/0688070353  In this children's book, that is what the grandfather keeps saying.

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