Sobering Stats From the Supply Chain

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DennisQ
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It's a Matter of Perspective, Really...
DennisQ   12/8/2011 4:29:05 PM
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With the average being 5.34, it's nearly a perfect glass half-full/glass half-empty situation.

When times are tough, I always try to think: "Well, it could be worse..."

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.

Barbara Jorgensen
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Stats
Barbara Jorgensen   12/8/2011 5:11:13 PM
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Good point, DQ. Sometimes it depends on the day, or the headlines. Today is a downer...hope tomorrow's better

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.

Jay_Bond
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re:
Jay_Bond   12/9/2011 7:03:46 AM
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While this most recent round of stats is on the pesimistic side, it could be worse. I do feel that these stats are a little more realistic than some of the more optimistic ones.

Ariella
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re:
Ariella   12/9/2011 8:04:15 AM
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Well you know that optomists do sometimes call themselves by that name, but pessimists tend to call themselves realists.

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.

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

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.

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.

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 ?

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.



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