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IC recovery: 10 reasons to be optimistic, pessimistic
''We have only thus far seen demand recover from the consumer side with better volumes for notebook PCs, netbooks, handsets, smartphones, and LCD TVs, as well as a bit of strength from the networking side with China's 3G ramp. We still have not seen any demand recovery for enterprise (pent up demand could be building with some growth in 2010), automotive (production in bottoming process), and industrial supply chains (likely delayed recovery), which are all future areas for 'green shoots' recovery.''
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Bruce Diesen, analyst, Carnegie ASA
''We still expect a 15 percent drop in world semiconductor dollar sales this year.''
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Doug Freedman, analyst, Broadpoint AmTech
Regarding Intel Corp., ''we are raising our above-Street Q2 sales estimates as shipments recovered faster toward end-demand levels and mix shows signs of improvement, although below-seasonal Q3 growth seems likely ahead of the Win7 release. CULV (consumer ultra-low voltage processor line) is not receiving consistent support from or traction at OEMs, which could be a headwind to 2H09 gross margins.''
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Peter Goodman, reporter, New York Times ''The pace of job losses quickened last month with the American economy shedding 467,000 jobs, as unemployment rose to its highest level in 26 years.''
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Masatsune Yamaji, analyst, Gartner ''The market for automotive GPS navigation systems has been growing well, driven by rapid penetration of portable navigation devices (PNDs). However, the sound market conditions changed suddenly after the economic crisis hit. Gartner estimates that the worldwide market for automotive GPS products grew 31.8 percent in 2008, when 55.8 million units were manufactured. We forecast that the number of units manufactured will decrease to 44.6 million in 2009 and then increase to 92.9 million in 2013, a compound annual growth rate (CAGR) of 10.7 percent.'' Related Links:
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