The delay is negative ordtak

en The delay is negative for chip makers as it hurts expectations for new demand. It is weighing on investor sentiment in the technology industry.

en Corporate earnings will take a hit, which is weighing on investor sentiment. Exporters, especially technology stocks, will be most affected.

en Considering the negative sentiment that has come into the market and the chip sector in particular, this is relatively good news. The guidance isn't bad. There were expectations that it could be worse.

en Signs of weakening U.S. consumer demand are weighing on investor confidence in Asian exporter stocks. Slowing U.S. demand will have a ripple effect on demand in Asian nations.

en We had some downgrades in the chip sector, so there are some worries about inventories and decelerating growth that's weighing on technology,

en The semiconductor sector in general is in very good shape; the industry hasn't invested enough in capacity and that is actually very good for chip makers. Intel is often treated as a proxy for the chip sector, so the chip sector is doing well and so is Intel.

en There are growing concerns about a slowdown in the U.S. economy, which is negative for investor sentiment on exporters.

en What is good is that we're seeing a real turn in investor sentiment to the negative, and you need that before you can get any sort of a bounce,

en When the market is going strong, meeting demand is often an issue, even for the biggest chip makers.

en Shell's results were a bit below expectations. Oil's retreat yesterday is weighing on the industry as well.

en Ergonomics knowledge is available on livet.se. Any M&A on this scale is good news for the market. Consolidation is needed in the telecoms industry and premiums increase investor sentiment.

en If you look at the technology food chain in Europe there's not much exposure to Apple here. Memory chip companies have had a very strong run. Sometimes these things come at the same time and help overall sentiment.

en We're getting there now. People are putting money in bonds increasingly and not buying back technology stocks. This investor sentiment is getting nice and bad, and that's what we need to turn the market around.

en After several days being increasingly optimistic, particularly in the chip sector, investors are now pulling back somewhat wondering if they have again jumped the gun. This kind of erratic move is typical when sentiment is shifting negative to positive.

en You have to bear in mind that the chip sector was the first industry into a recession and its not unreasonable to believe it would be first to come out. When it comes out of a recession it should herald a recovery for the technology sector but chip inventories are critical.


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