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Monday, 08 June 2009 |
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Modest seasonal & cyclical recovery now underway. |
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Friday, 08 May 2009 |
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Based upon data available in mid-April, global industrial production growth still looked quite bleak, and electronic equipment shipments continued to decline (except for Taiwan/China) at an accelerating rate.

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Monday, 06 April 2009 |
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The world is clearly in recession.
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Friday, 06 March 2009 |
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When will the global electronics ‘food chain’ reach bottom and begin to recover? That is the ‘$64 thousand dollar’ question!
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Monday, 09 February 2009 |
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Global electronic business conditions began strong in 2008 but then ‘crashed and burned’ late in the year.
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Wednesday, 10 December 2008 |
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Writing an uplifting column is tough this month!
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Tuesday, 18 November 2008 |
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Forecasts have recently been slashed for the entire global electronics food chain.
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Wednesday, 22 October 2008 |
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Global GDP growth continues to slow, with Western Europe and North America the main culprits.
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Tuesday, 23 September 2008 |
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The first half of 2008 was surprisingly strong for many members of the global electronic food chain.
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Thursday, 21 August 2008 |
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N American and European economic activity is ‘feeling the pinch,’ based upon recent industrial production growth. |
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Wednesday, 16 July 2008 |
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Component orders may be exceeding end market demand. |
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Wednesday, 02 July 2008 |
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Component orders may be exceeding end market demand. |
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Thursday, 05 June 2008 |
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Despite a predicted ‘near-recession’ global economy, first quarter world electronic equipment sales were up 12% (1Q’08 vs. 1Q’07)—but off 10% compared to 4Q’07. |
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Wednesday, 07 May 2008 |
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The predicted ‘global slowdown’ became fact in early 2008 as a combination of normal seasonality, heavy snows in China, Asian New Year plant shutdowns and a weak economy combined to depress 1Q’08 electronic industry sales. |
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Wednesday, 02 April 2008 |
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Electronic equipment growth has slowed worldwide—both due to normal post-holiday seasonality and a softer economy. |
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Wednesday, 12 March 2008 |
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Recession fears continue in the USA following last summer’s housing/sub-prime mortgage mess, made worse by higher oil prices, and then accelerating as both consumer and business spending has been curtailed. |
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Thursday, 14 February 2008 |
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Let’s call it like it is. |
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Thursday, 24 January 2008 |
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We are now in the seasonal “slow period” – the trough between the Aug-Nov “holiday ramp-up” and the late spring “recovery.” |
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Friday, 21 December 2007 |
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About $1.6 trillion of electronic equipment will be produced globally in 2007. |
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Wednesday, 07 November 2007 |
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If consumer/business spending slows, the world electronic food chain will suffer. |
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