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Comments on AMIS
Semis With Highest, Lowest Production To Sales Ratio
[View article]
Ralph - I am comparing the amounts produced to the amounts sold to customers. If more is produced than is sold inventories will rise. If...
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Comment by
William Trent1
Jun 4 17:35 pm
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Semis With Highest, Lowest Production To Sales Ratio
[View article]
Trent: Big error here. The production effect and the impact on gross margin applies only to companies that own their fab. Fabless...
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Comment by
Andrew Schmitt
Jun 4 17:19 pm
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Semis With Highest, Lowest Production To Sales Ratio
[View article]
Why would MEMC Electronics (WFR) be underproducing unless it was (a) trying to work off excess inventory, or (b) facing production problems?
Comment by
Frank Li
Jun 4 16:37 pm
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Semis With Highest, Lowest Production To Sales Ratio
[View article]
V. helpful article -- thanks. Two questions. You wrote: "For semiconductor manufacturers, production is represented by the...
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Comment by
Ralph F
Jun 4 16:33 pm
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Chart: Digital Logic Semiconductor Manufacturers - Gross Profit Margins
[View article]
Thank you for your suggestion. CTLM & MSPD will be included in charts beginning today, May 8, 2006l.
Comment by
Rob Zenilman, SeekingAlpha.com
May 8 06:56 am
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Rating:
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Semis With Highest, Lowest Production To Sales Ratio [View article]
Semis With Highest, Lowest Production To Sales Ratio [View article]
Semis With Highest, Lowest Production To Sales Ratio [View article]
Semis With Highest, Lowest Production To Sales Ratio [View article]
Chart: Digital Logic Semiconductor Manufacturers - Gross Profit Margins [View article]