George Scalise Quotes (36 Quotes)


    The September results are in line with the 1997-2000 worldwide forecast we released last week which calls for industry growth of 5.5 percent in 1997 and 16.8 percent in 1998.

    The financial turbulence of Asia and other market changes have crimped the expected expansion of global chip markets in early 1998,

    The industry is currently experiencing lower sales due to an inventory overhang and deceleration in the end-equipment markets. Current forecasts suggest the inventory adjustment will be completed by the end of the third quarter, and end-market product demand will improve later in the year.

    For the first time since the September quarter of 2000, Asia Pacific sales had a modest increase on a sequential basis reflecting improved supply-demand balance in the PC market,

    A number of growth trends in the Asia Pacific market are positive due to continued outsourcing to contract manufacturers located in the region,


    April sales show continued industry growth and are surpassing our expectations for 2000,

    The main story of 2005 is one of the growing importance of consumers in driving sales of semiconductors.

    Although business investment has yet to pick up, consumer confidence and inventory replenishing continue to rise, driving the early stages of the overall recovery,

    Doubling the basic research funding over 10 years is a huge move because that's what needs to get done to get the pump primed.

    The oversupply of some semiconductor products, such as memory chips, has depressed sales revenue, ... However, we are still optimistic about the industry's position, because the demand for newer and more powerful chips continues to increase.

    As far as the biggest surprise goes, it would have to be that the increase in energy costs did not impact demand at all, ... When we put our forecast together a year ago. we were quite conservative and expected demand to be flat.

    There is some evidence of inventory accumulation of semiconductors and finished electronic products during the first quarter of 2006. We expect the electronic industry supply chain will respond quickly as it did late in 2004 and that inventories will be in balance by the third quarter.

    Semiconductor sales in April are continuing the steady growth exhibited in the first quarter of this year, another sign that the industry is rebounding from 2001.

    There has been stronger-than-expected demand for our products across the board. There is far better inventory management, better capital investment management,

    The biggest surprise is that the increase in energy cost didn't impact us at all.

    We feel as though they not only heard us, but understand the situation and will respond in a way to bring about new programs. What's changed this time is a recognition of what we have to do to compete.

    We expect to see the industry record slow growth for the first quarter of 2002, with sales rising to double-digit growth in the second half of the year.

    We are hopeful that a systematic collection of the penalties meted out for IP violations will pressure those regions within China where the penalties are insufficient to deter counterfeiting.

    We expect the modest growth we are experiencing in the first half of the year to continue throughout the remainder of 2002.

    As expected, the semiconductor industry should close out 2002 with modest but sustained overall growth,

    Strong competition contributed to declining prices for semiconductors, which resulted in nominal growth on higher unit sales in July,

    Semiconductor sales would be even stronger if not for the continuing depression in DRAM chip prices and the economic uncertainties in several Asian markets.

    All in all, we're very well aligned with what the president laid out in his State of the Union address the other night.

    Cell phone unit sales increased by 31 from the first quarter of 2005 and ran substantially ahead of expectations. Unit sales are now expected to reach one billion this year.

    Companies may do really well, and compensate fairly, and end up with a loss (because of option costs). Whether or not that's going to (hurt them) remains to be seen.

    Strong holiday season sales of consumer products such as cell phones, digital cameras, and MP3 players drove record sales of semiconductors in November.

    The issues we're dealing with here are what it will take to maintain this leadership in the industry . . . what will be required to establish the next generation of technology.

    The worldwide market for semiconductors in 2001 is expected to decline 31 percent due to excessive inventories and price pressure on a wide range of products, ... However, recent data indicates inventory is now largely in balance and prices are rebounding in some product categories.

    China has enacted a number of laws to protect intellectual property, including a law to protect semiconductor layout designs. Enforcement of IP protection laws has been widely recognized as falling short of what is needed to deter violations. In some cases, penalties for violation of IP rights are so light that they are considered to be a routine cost of doing business.

    Continued steady growth across the industry is exhibited in May chip sales and, as announced in our forecast last month, we expect the industry to close the second quarter with growth of 4.7 percent.

    The October sales are another indication that the industry is on track to achieve our forecast of 4.7 percent growth in the fourth quarter.

    The July data, and the year-on-year increase, confirm that a moderate but sustainable recovery continues, putting us on track for 7-9 percent sequential growth in the third quarter,

    This region represented 46.6 of the global market for microchips at year end. The largest share of the market is in China, which has become the world's leading manufacturer of electronics products.

    We see very strong, solid demand pattern ahead of us. We're talking about 10 percent compounded annual growth rate between 2005 and 2008.

    While information technology products will continue to be the largest market sectors for semiconductors, consumer products will be the major growth-drivers in the years ahead,

    The information we have now says that the major foundries out there are ramping back up again and they had no damage to their facility or their equipment,


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