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YenKenZen » Comments » ALTR

  • Reading Between the Lines To Spot the Next Cisco [View article]
    Good discussion & information here.. thanks for sharing your paper Yishai.

    This proves back William's point as well - going "lean" does sound like a cover, at-least for last quarter.

    One another point though, if you look at the PCB b-b ratio, Q4 b/b was
    May 16 01:32 am |Rating: 0 0 |Link to Comment
  • The Chip Glut Is Beyond Semi-Serious [View article]
    Hi William,

    Here is a very different view

    www.smartmoney.com/Tec...;pgnum=1

    any comment?
    Apr 04 17:39 pm |Rating: 0 0 |Link to Comment
  • The Chip Glut Is Beyond Semi-Serious [View article]
    Mr. Trent,

    I quickly checked another piece of data. Though a bit North America centric, PCB book-to-bill ratio does provide leading indication of chip sector and this one sint looking good either!
    www.ipc.org/ContentPag...

    I wonder how bad does current chip b-b ratio looks like!
    Mar 29 20:53 pm |Rating: 0 0 |Link to Comment
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