Word: analysts
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...Tuesday, more goat entrails from the chip sector, with the trade group Semiconductor Equipment and Materials International (yes, that spells SEMI) announces its July book-to-bill ratio. Watch Intel (whose expected 54-percent price cut on is high-end chips is due on Sunday) and AMD for meaning; analyst sentiment on the sector remains mixed...
...Maybe he does. Or a gentile jockstrap masquerading as a Freudian analyst (and fooling no one). Or Howard Hughes. But the motive for Gore's beard is not ideological. The beard is not a badge - not a party uniform...
...short term, these megacompanies face a period of adjustment. Flextronics, for one, will have to digest its gut-busting acquisitions. Says Merrill Lynch analyst Jerry Labowitz: "It's a real challenge for any company growing at an extraordinary rate to do three dozen acquisitions in less than 15 months, especially when many of them are in new areas for the company." In the meantime, the big EMS players must also adjust to the economic woes of their customers. In a speech last month, Marks predicted that the telecom industry is "going to get a lot nastier, with...
...customers has so far stumped some major would-be players. For example, Azurix, a water-retailing company and a subsidiary of the energy multinational Enron, is struggling. "Enron thought it could use its expertise as a commodity trader to market water like energy," says Debra Coy, a water analyst with Charles Schwab. "But water is more complex politically...
...missed the boat when networking and telecom companies like Cisco became the largest customers for the EMS industry. Leading competitors like Flextronics and Sanmina, says Merrill Lynch analyst Jerry Labowitz, grew at a faster pace, pursuing diverse acquisitions while SCI was busy trying to add optics and networking companies--now suffering heavily from overcapacity--to its PC and cell-phone business...