The electronic industry is the very basic of any technological advancements. The two companies in the discussion being the key players in the electronic field, summing up that the Book-to-bill issue is a non recessionary topic and that is a sigh of relief!
BTB fluctuations are not uncommon and are affected by seasonal trends. The markets are so spooked just now it is difficult to analyse what might be "erratic" behavior. I would let the data trend out over a few more months and see what can be made of that.
I think it's rather difficult and at times foolish to attempt to much analysis or forecasting in this environment given how bizarre and unpredictable the market is at the moment.
I think that whole phrase, "the only thing that's for certain is uncertainty" rings especially true now. There are a whole bunch of things right now that just doesn't make sense, so rather than trying to make sense of imperfect signals... I agree, it's probably best to wait and see.
"Wait and see" is maybe best market approach, actually. Financial restrictions are impacting people purchases and it is quite difficult the premonition of new ramps or trends from electronics. I am convinced anyway electonics is "pervasive" for each one of us and maybe the sector will continue its path without strong impact till the end of the year. Imo, for software or in general IT, scenario is different and not so positive.
EBN Dialogue enables and encourages you to participate in live chats with notable leaders and luminaries. Not only editors and journalists, but the entire EBN community is able to comment and ask questions. Listed below are upcoming and archived chats.
Archived Dialogues
Thailand Stages a Comeback Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Euro-Crisis: What It Means for High-Tech Firms Join EBN Editor in Chief Bolaji Ojo and Contributing Editor Jennifer Baljko on Thursday, July 12, at 10:00 a.m. EDT for a Live Chat on high-tech and Europe's economic difficulties.
Microsoft Surface: Potential Winners & Losers What are the implications for the electronics industry supply chain of Microsoft Corp.'s decision to launch its own tablet PC? Join industry veteran and EE Times' systems and OEM expert Rick Merritt on Tuesday, July 3, at 12:00 pm EDT for a Live Chat on this subject.
Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Peter Drucker famously said "Trying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window." Yet in the razor's-edge world of electronics—with a lean supply chain and just-in-time demands—the need to know the future is vital.
While no one really can accurately predict the future, we can take guidance from another Drucker saying which is the best way to predict the future is to create it.
You've heard the saying "the No. 1 supply chain risk is your people." That hasn't always been the case. But today's complex global supply chain requires a new type of multitalented employee. It's one who understands, finance, marketing, economics, is savvy with technology, graceful with relationships and can think analytically.
Where are these people? Are universities properly preparing the next generation supply chain professionals? How do train your existing workforce for these new, demanding positions?
Brian Fuller, editor-in-chief of EBN, will lead a 60-minute Avnet Velocity panel discussion that will ask and answer these and other questions swirling around today's supply-chain talent challenges.
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