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WSTS strips value from Q1 chip market

6/3/2011 04:38 PM EDT
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Philosopher2
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re: WSTS strips value from Q1 chip market
Philosopher2   10/10/2012 6:05:12 PM
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Frankly this is sloppy journalism. If you are going to quote numbers - what is the estimated accuracy of the Strategy Analytics data? Do they give an estimated margin of error. 0.2% could be a rounding error – either way. Let’s wait to see some more quarters before drawing conclusions one way or the other. It reminds me of this story http://www.eetimes.com/electronics-news/4216586/WSTS-strips-value-from-Q1-chip-market which reported a whopping reduction of the WSTS Q1 2011 estimates to $75.675 billion, down from $75.766 billion – again with no apparent understanding of the likely accuracy and margin of error of the data. Both are $75.7 billion and even one decimal point is probably below the likely margin of error in the estimate.

PremierSnow
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re: WSTS strips value from Q1 chip market
PremierSnow   6/6/2011 11:44:21 AM
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It's nothing new, they retroactively change monthly estimates all the time.

Peter Clarke
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re: WSTS strips value from Q1 chip market
Peter Clarke   6/5/2011 1:33:39 PM
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Thanks Mike

Cowan LRA Model
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re: WSTS strips value from Q1 chip market
Cowan LRA Model   6/4/2011 12:22:38 PM
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Hi Peter - I thought that I should point out a needed correction that is required to your original posting as highlighted in the following sentence abstracted from your article: "The net result has been to strip about 91.1 million in value out of the first quarter's sales figures, which is not (should be NOW) listed by WSTS at $75.675 billion, compared with the previous figure of $75.766 billion." Namely the "t" in "not" should be replaced by a "w" thus becoming "NOW" and therefore enhancing the intent of what you really wanted to say. Regards, Mike C.

Peter Clarke
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re: WSTS strips value from Q1 chip market
Peter Clarke   6/4/2011 10:10:08 AM
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@Warren, Your point is well made. The signifcant digits are those of WSTS. But given that so much analysis is based on the numbers given by WSTS I thought it was worth reporting. There is also a tendency for numbers to get decreased in retrospect, but never increased. This would have the effect that the monthly data published by the SIA and others overstates the market and the post facto downgrades of previous months that correct the over-optimistic position, go unreported.

Warren3
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re: WSTS strips value from Q1 chip market
Warren3   6/3/2011 8:45:55 PM
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Eight significant digits. That's, um, quite something. 91 million dollars is nothing to sneeze at I know, but this update points out a 0.1% adjustment for first quarter sales. I wonder if many folks visit EETimes looking for adjusted sales figures where the "news" is that previous estimates were within 0.1% of current estimates.

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