Monday, January 03, 2005

ISSI miss and semi implications

ISSI pre-announced after market close today. ISSI blamed "too much inventory" which led to pricing pressure for the miss. It's a 10% miss on top line, which is worrisome in itself but that's on top of the recent acquistion of Signia- I can't imagine how bad it would've been without that acquisition . Other DRAM suppliers will face more pain. I continue to think semis have tough time ahead especially the ones that have low or no technology differentiation and have selective shorts. This should have little to no implications for handsets and routers since they use SRAM mostly and ISSI blamed DRAM for the miss.


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