Seeking Alpha

Avnet Inc. (AVT)

()

Instablog posts on AVT

  • INTC: Much Higher Results And Guidance, As Expected; Many Beneficiaries by Richard Davenport
    Q2 revs $8.024B (+10.2% above Street $7.284B)Q3 rev guidance $8.5B (+8.8% above Street $7.813B)GM 51% (vs mgmt guidance mid-40s)Q2 Q/Q rev growth highest since 1988--over 20 years!Supports our long position on INTC, PC supply chain (4.9.09); also CCMP, WFR,... More »
    July 14, 2009 • AAPL, AMD, ATHR
  • Chip Makers in Coffin Corner by Fred Ramberg
    Pilots have a term for a deadly situation where conventional options only make things worse - adding power, raising the nose - all drive the airplane in to the ground.  They call this "coffin corner."Many commodity chip makers currently find themselves in this situation. ... More »
    July 7, 2009 • MU, ARW, AVT
  • Semiconductor Recovery by Fred Ramberg
    Raw device consumption likely reached its low in 2Q09 as inventory (some of it a year or more old) was finally burned off.  Current consumption likely tracks end demand for products with semiconductor content.  This is not a sign of a broad upturn - the demand for products has likely... More »
    July 6, 2009 • ARW, AVT, MU

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.