Chip inventories remain at moderate levels, notes Susquehanna: the firm estimates customers held...
Chip inventories remain at moderate levels, notes Susquehanna: the firm estimates customers held 29.7 days of inventory in Q2, a low number in light of weak consumption. Moreover, while chip sales have been outpacing consumption in Q2 and Q3 (in-line with seasonality), that trend is expected to reverse in Q4 thanks to Apple and Windows 8 product launches. Susquehanna recommends buying chipmakers with strong Apple exposure, including BRCM and QCOM. (Goldman)
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