The total IC market worldwide in second-quarter 2009 registered the fourth-highest quarterly growth rate in the past 25 years, according to IC Insights. Chip sales in the second quarter grew 16% sequentially following the worst two quarters in the history, signaling that the "healing" process is underway, said the market research firm.
Compared to first-quarter 2009, the DRAM market grew over 30%, IC Insights said.
Although the IC inventory replenishment surge in second-quarter 2009 is expected to take away some of the momentum of the third quarter, the second half of the year still looks strong, according to IC Insights. The research firm suggested industry players do not look backwards, believing the worst is over.
IC Insights estimated the total IC market is likely to climb 18% in the second half of 2009, compared to the first half, according to previous reports.
Collasso semiconduttori. Nonostante le buone notizie vendite IC di oggi, i tecnologici arrancano:
RispondiEliminaIntel 15.93$ -0.71%
Flextronics 3.97$ -2.69%
Applied Materials 11.00$ 0.00%
Micron Technology 4.95$ -2.56%
Broadcom 23.80$ -1.98%
NVIDIA 10.01$ -3.47%
Marvell 11.41$ -2.31%
AMD 3.39$ -2.84%
I finanziari trascinano al rialzo tutti i titoli dei mercati USA. I semiconduttori non fanno eccezione. Ora tutti col segno positivo.
RispondiEliminadell in caduta libera
RispondiEliminadell sembra aver mollato, andrea hai news mi vien voglia di shortarla, ma non mi è mai piaciuto shortare i buchi neri, i coltelli che cadono
RispondiEliminahttp://www.finanzaonline.com/forum/attachment.php?attachmentid=1097191&stc=1&d=1247582154
http://www.marketwatch.com/story/dell-sees-weak-demand-from-business-customers?siteid=yhoof2
RispondiEliminaDell Inc. said it expects second quarter revenue of slightly above 12.34B$ (down from analyst estimated 12.55B$) with a decline in margins. Ormai il modello di business di Dell che era quello di vendere pc online alle corporate (Telecom, FerrovieItaliane, banche, etc.) è precotto e lo fanno tutti (hp, ibm, eds, accenture, etc.) aggiungendoci i servizi di software al cliente che dell non si puo' permettere
RispondiEliminasottocapitalizzata....
RispondiEliminahttp://www.bloomberg.com/apps/news?pid=20601087&sid=aPwQR7jI84vw
Dell Is Reviewing Alternative Sources of Capital
By Connie Guglielmo
July 14 (Bloomberg) -- Dell Inc., after cutting spending, raising money in the debt market and temporarily suspending its share-buyback program, says it is reviewing alternative sources of capital as customers continue to curb technology purchases.
The world’s second-largest maker of personal computers has to fund some of the growth in its financial-services unit and will likely need to provide more capital to the business later in the year, Chief Financial Officer Brian Gladden said today. The unit provides financing to customers who buy Dell products and services.
“We continue to review alternative sources of capital as markets continue to loosen up and we’ll update you on those as we move forward,” Gladden said at an analyst meeting in Austin, Texas. “From a capital allocation standpoint, we continue to be well positioned for the future with strong liquidity.”
Chief Executive Officer Michael Dell said today there has been a “significant deferral” in customers’ technology spending this year, adding that demand may pick up next year as companies buy new equipment. Yesterday, the company said its profitability may suffer this quarter because it’s paying more for parts.
pare che abbiamo un limite di 4000 caratteri per post....
RispondiEliminaperte 2 articolo sopra
Dell fell as much as $1.10, or 8.5 percent, to $11.92 -- the biggest intraday drop in two months -- and traded at $12.03 at 1:50 p.m. New York time on the Nasdaq Stock Market. The Round Rock, Texas-based company’s shares had gained 27 percent this year before today.
Shrinking Margins
Dell’s comment about capital sources “has some wondering if they are going to do a dilutive deal to raise funds,” Shannon Cross, an analyst at Cross Research in Livingston, New Jersey, said in an e-mail. The comments also “indicated that they will be pursuing acquisitions, which can be dilutive as well.”
In June, Dell sold $1 billion of three- and 10-year notes in its second debt offering this year. It said the proceeds will be used for general corporate purposes, which may include stock buybacks, acquisitions, investments, additions to working capital, capital expenditures and investments in subsidiaries.
The company is planning a “portfolio of acquisitions,” Michael Dell said today. “We’ll take our time. And we’ll do it in a disciplined way.”
Dell is also working on a plan to save $4 billion in annual costs by fiscal year 2011. The company is adjusting to a slump in information-technology spending, which Goldman Sachs Group Inc. expects to drop 8 percent this year.
“In 2009, there’s been a deferral of spending -- a pretty significant deferral -- which we think sets up for a pretty large refresh in 2010,” Michael Dell said. “The refresh will come first in storage and servers” and then in PCs.
‘Lumpy’ Market
Ron Garriques, president of Dell’s consumer business, described the market as “lumpy” and said the company’s next big challenge in increasing consumer sales is expanding in Europe. “The place we haven’t built out significant share position is in Europe.”
Dell is also seeking to expand partnerships with the top phone companies to sell PCs and related products to consumers and small businesses, Garriques said at the meeting.
Yesterday, the company said competitive pricing and the higher cost of components will cause a “modest decline” in second-quarter gross margin. Demand has stabilized and sales probably rose from the first quarter, it said.
Dell lost its lead in the PC market to Palo Alto, California-based Hewlett-Packard Co. in 2006, after Hewlett Packard used its retail network to reach more shoppers.
Since Michael Dell, 44, retook the CEO job two years ago, the company has redesigned its PCs to make them more stylish. Dell also forged partnerships with retailers, abandoning its policy of only selling directly to customers.
The company is rated A- by Standard & Poor’s, four levels above junk status. Moody’s Investors Service rates it A2, five levels above non-investment grade.
mi shorto intel prima dei dati, mi spaice andrea sono dall'altra parte della barricata!!!!!!!!!!!!!!
RispondiElimina