Both units have been hurt by soft end demand in the markets they serve.
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Gerra thinks the industry is feeling the combined effects of Q1 inventory build and slowing end demand.
The analyst notes that in addition to macro risks to IT spending, FX fluctuations will weigh on end demand.
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Citing weaker end demand and ongoing inventory cuts, Goldman Sachs analyst Simona Jankowski this morning chopped her forecast for 2012 mobile phone shipments.
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Citing concerns about softening tech hardware end demand, RBC Capital analyst Amit Daryanani this morning turned cautious on the IT supply chain, downgrading shares of the contract electronics manufacturers Benchmark Electronics and Sanmina, and reducing estimates and price targets for various other stocks.
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The global economic downturn resulted in substantially lower end market demand over the past two years.
Month-end EUR demand, or more accurately USD selling, is certainly distorting some of the price action.
This low-end user demand is forcing Caterpillar dealers to reduce their inventory levels, which is further impacting sales of the company.
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Harry Winston said higher rough diamond prices and better high-end jewelry demand were key contributors to its performance during the quarter.
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Otherwise, the profound weakness in Spain and Italy is going to dent the high-end handset demand of Europe in 2013 quite badly.
Lastly, introducing high-end features breeds demand at the lower price points while Apple can learn how to maintain margins with higher-priced components.
The Street continues to back away from chip stocks in the face of slack end-market demand for PCs and other goods and signs of bloated inventories.
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In that case, restocking on the back of a recovery in end-user demand should support a rebound in industrial production and the PMIs in March, if all goes swimmingly well.
You end up shifting demand around.
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Still, it means that parents may end up shelling out enormous piles of cash looking for these toys which, given the demand, may end up running into some scarcity issues especially around the holidays.
But it would demand an end to violence by the time the process finished.
Like all parabolic moves in demand the end came crashing down, and today the industry is limping along.
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He ended his farewell article by urging Colombians to continue taking to the streets to demand an end to violence.
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"Sports brands in China are generally slow to understand demand from end-consumers because of these multiple layers of distribution, " said Alfred Ying, analyst of Piper Jaffray Asia Securities Ltd.
The company said the lower revenue reflects a reduction in customer inventories, as well as weaker-than-expected end-user storage demand, which it said was down slightly from the previous quarer.
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Sport rules that limited athletes to one logo on their uniforms have recently changed, potentially offering the chance for two sponsors and nudging shoe companies to end the exclusivity they demand from athletes.
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Further, we anticipate carriers will not build large inventory levels for BB10, consistent with prior BB7 high-end launches, and will initially stock modest levels given the weaker consumer demand for high-end BlackBerry smartphones.
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The council expects that gold will be in higher demand at the year end than it was in 2009 due to industrial growth in the tech sector and sustained demand for gold jewelry in India and China.
These transactions were driven by buyer demand for integrated end-to-end talent and HR systems, and this trend should accelerate.
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