Bandwagon Jumpers: Supply Chain Reporting


Never let it be said that I missed an opportunity to say I told you so.  On May 10th, IHS, the most prominent of our industry’s prognosticators, included the following in their press release. ‘With supply chain participants in 2011 reporting Continue reading

Customer Roulette: Counterfeit and Substandard Components


My grandfather used to tell me that even a blind squirrel occasionally finds an acorn.  Likewise even a dangerous broker that sells counterfeit components will typically sells legitimate products.  If not, they’d be out of business with a quickness. We recently spoke Continue reading

Beware the Soothsayers: Financial Forecasting


A recent conference of think tank companies (for want of a better inclusive term) asked those prognosticators to predict the semiconductor market for 2012.  Most of the responses fell in the 2-3% growth projections area, but one company said the growth Continue reading