Thursday, May 13, 2010

Semiconductors Comm Inventory Up Sharply [jp morgan research]

Semiconductors Comm Inventory Up Sharply, Still Below Normal But Some Disconcerting Signs Out There. On May 12 after the market close, Cisco reported its April quarter results. Now that most of the major wireline communications EMS and OEM companies have reported, we have analyzed communications supply chain inventory trends.


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