With our battered and bruised economy, it's great to find some bright spots on the horizon that might suggest a recovery is on the way. In today's post, Mike Cowan, a 45-year veteran of the semiconductor industry who spent most of that time at IBM in East Fishkill, NY, introduces the Cowan LRA Model used to forecast the global market for semiconductors. One of Mike's key indicators gives reason to hope that we have already rebounded from the downturn. Mike is providing his data and analysis for the first time to readers of SemiSerious.

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