08:41 Semiconductors: Kaufman says checks indicate healthy commic demand tone
Kaufman says their checks among semiconductor vendors and channel cos at the Interop Conference indicated that infrastructure spending across servers, networks and storage infrastructure is tracking as expected, with limited signs of slowdown, order cancellations or significant inventory builds. Specifically, customers are seeing active replacements efforts in corporate and service provider infrastructure, around servers and data center networking technologies. Specific near-term drivers cited include enterprise infrastructure upgrades to 10 Gigabit Ethernet and storage infrastructure, and carrier infrastructure focus on deploying metro networking and upgrading wireless infrastructure. Firm believes the trend toward server, storage and networking infrastructure upgrades is positive for cos with exposure in the area such as LSI, NETL, MIPS, MRVL and BRCM
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