·Thoughts from Shenzhen: China’s PCB Industry; Semiconductor Shipments & Revised SEMI CAPEX forecast;

Custer on Business Conditions: Thoughts from Shenzhen: China’s PCB Industry; Semiconductor Shipments & Revised SEMI CAPEX forecast; India & Vietnam Expansions

 ·End Market Demand Slows (at least domestically in October)

Custer on Business Conditions: End Market Demand Slows (at least domestically in October)

 ·Seasonal Downturn Amplified by Economic Woes? + Some Industry News

Custer on Business Conditions: Seasonal Downturn Amplified by Economic Woes? + Some Industry News

 ·Global Overview with a European Flavor - Thoughts from Productronica

Custer on Business Conditions: Global Overview with a European Flavor - Thoughts from Productronica

 ·Custer: 3Q'07 Global Review and 2007/2008 Outlook

Repercussions of the sub-prime mortgage mess continue to spread globally.