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Cowan LRA Model
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Manager
re: July chip figures: What the analysts are saying
Cowan LRA Model   9/2/2009 12:17:08 AM
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The latest run of the Cowan LRA sales forecasting model reflecting July 2009's actual global S/C sales (of $18.891 billion) has yielded 2009 and 2010 sales growth estimates of -17.4% and +8.1%, respectively. This compares to last month's forecast estimates of -20.0% and +8.0%, respectively. The corresponding global S/C sales forecast estimates for 2009 and 2010 are $205.400B and $222.112B, respectively. Mike Cowan, independent S/C industry analyst

SusieInouye
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re: July chip figures: What the analysts are saying
SusieInouye   9/1/2009 9:34:08 PM
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July data shows some unseasonal strength for MPU, DRAM, and Flash. These guys track close to demand so it is the other products that are seeing (finally) a replenishment of inventory. Don?t think shortages are an issue. We?re expecting -13% now, better news than our January prediction of -17%. ?Susie Inouye, Research Director ? Databeans Inc.



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