Daniel Niles Quotes

Given that many PC vendors and chip suppliers are looking for a PC upgrade cycle to start in the (second half) of this calendar year, this is somewhat sobering.

- Daniel Niles

Tags

Vendors | Chip | Suppliers | Upgrade | Cycle |

comments powered by Disqus

Random

We believe both revenue growth and margins are within the range of guidance given in the third-quarter earnings release and feel comfortable with our estimates for the fourth quarter. - Daniel Niles

Contract manufacturers have seen their inventory grow 104 percent year-to-date, versus revenue growth of 52 percent, while distributors have seen a 24 percent increase in inventory in the past six months, versus a revenue increase of 15 percent. - Daniel Niles

We believed that Cisco's results would further magnify the inventory problems facing their semiconductor suppliers -- and they did. While revenue increased 14 percent from the previous quarter, total inventory increased 59 percent and raw materials increased 335 percent. - Daniel Niles