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arribista
27/08/2010, 10:04
Hola, soy nuevo en este foro que llevo unos días siguiendo como invitado. El arribista (del francés "arriver") del s. XIX es una persona que busca llegar a cotas más altas de poder y reconocimiento sin importarle lo que cueste. Aunque no predico esta práctica si reconozco que en España sufrimos mucho aún de ésta y que sirva mi apodo para recordarlo.

Aunque la actividad de foreros como derby y marcinkus es febril, intentaré contribuir en temas que acompañen la sensación general de que los períodos de crisis están afectando de una manera generalizada en todos los sectores. Mi sector es el energético y mucha de la información que voy a colgar pertenece a este sector. Espero estar a la altura.

Como muestra una noticia que muestra el problema que tienen las compañías electrónicas para sacarse el inventario de componentes electrónicos:

http://www.edn.com/article/510254-Inven ... ssid=20876 (http://www.edn.com/article/510254-Inventory_bubble_not_a_concern_iSuppli_says.php?rs sid=20876)

Inventory bubble not a concern, iSuppli says
As demand is expected to continue to increase in the near term, the market research company is not alarmed by rising electronics supply chain inventory reported by chip suppliers.
By Suzanne Deffree, Managing editor, news -- EDN, August 24, 2010

Inventory may be high, but so is demand, according to a recent report from iSuppli Corp.

As demand is expected to continue to increase in the near term, the market research company is not concerned about rising electronics supply chain inventory reported by chip suppliers.

ISuppli said that midway through Q2 total chip inventory among the approximately 35 semiconductor component manufacturers that it tracks climbed to $9.6 billion, up a 9% from $8.9 billion in Q1 and above the seasonal average of 3.2% growth.

ISuppli further reported that average DOI (days of inventory) grew, increasing by about four days during the quarter to 73.2 days, up 6% from 69.3 days. Historically, DOI increases seasonally increase at 9.6% or 6 days.

"Across the semiconductor market, management comments in earnings announcements have been extremely positive, citing strong results in various end applications and geographies," said Sharon Stiefel, semiconductor manufacturing researcher for iSuppli, in a statement. "The solid second-quarter results-based on higher-than-usual seasonal revenues, favorable average selling prices (ASP) and innovative new products-are allowing companies to finally relax their vice grip on inventories."

However, iSuppli noted that semiconductor suppliers are finding it difficult to restock to pre-recessionary levels. Products being shipped are intended to meet current orders, iSuppli has determined, and not meant for placement into inventory. Suppliers are reacting by increasing capacity, mostly through conservative capital spending and cautious investment in equipment.

Given the overall situation, iSuppli said it is not concerned about an inventory bubble. With the market now less volatile, the researcher believes semiconductor companies will be returning to more normal operating conditions and inventory levels over the next few quarters.

derby
27/08/2010, 10:57
Bienvenido arribista!

Sin duda el sector energético es uno de los que genera mayor interés por sus implicaciones en el terreno económico. Celebramos tu llegada y todas tus aportaciones!!!

Saludos