Embedded Systems Conference
Breaking News
Comments
Newest First | Oldest First | Threaded View
old account Frank Eory
User Rank
Author
re: Analyst: IC business back on track in July
old account Frank Eory   8/30/2010 8:23:50 PM
NO RATINGS
Closely related to Economics, which is the science of explaining tomorrow why the predictions you made yesterday didn't come true today :)

eewiz
User Rank
Author
re: Analyst: IC business back on track in July
eewiz   8/30/2010 7:51:55 PM
NO RATINGS
Reminds me of what my friend used to say. "An analyst's job is to analyze & predict the future events and then later give explanations why the predictions werent accurate"

Cowan LRA Model
User Rank
Author
re: Analyst: IC business back on track in July
Cowan LRA Model   8/30/2010 2:53:55 PM
NO RATINGS
Hi Mark - noticed that you made the minor corrections to your article that I highlighted. Also based upon the SIA's just released July 2010 GSR (Global Sales Report) looks like Bruce Diesen's forecast was pretty much "spot on." The just posted 3MMA (3 Month Moving Avg.) sales number for July 2010 came in at $25.243 billion compared to Bruce's forecast estimate of $25.2 billion. By the way, employing this global S/C sales result the latest preliminary global sales forecast estimate for 2010 "kicked up" from last month's Cowan LRA Model's prediction (of $303.9 billion) to $305.7 billion which equates to a yr-o-yr sales growth forecast estimate of 35.1% compared to last month's forecast of 34.3%. This uptick in monthly sales reflects the stronger sales result for July than the model forecasted last month. This is good news based upon some of the "pessimism" that has been reported over the last month by a range of companies reporting their recent quarter's financials as well as a number of industry analysts. However, one should watch next month's sales number to see which direction it takes as confirmation that the industry might be healthier than some have reported. Mike Cowan, independent S/C industry analyst (and developer of the Cowan LRA Model for forecasting worldwide S/C sales)

greenpattern
User Rank
Author
re: Analyst: IC business back on track in July
greenpattern   8/30/2010 8:20:17 AM
NO RATINGS
Yes, a lot of forecasts reported in media are effectively made up.

BalaLak
User Rank
Author
re: Analyst: IC business back on track in July
BalaLak   8/30/2010 8:17:14 AM
NO RATINGS
First I read "ISuppli again raises semiconductor forecast", then came across "Intel cuts sales target on weak PC sales" and now this (all on EETimes). Am I confused or is there a clear pattern to this?

Cowan LRA Model
User Rank
Author
re: Analyst: IC business back on track in July
Cowan LRA Model   8/27/2010 1:17:06 AM
NO RATINGS
Hi Mark - just wanted to share with you the results of last month's run of the Cowan LRA Model for forecasting global S/C sales regarding the model's view of July's 3MMA sales estimate which came in at $24.849 billion. This result is slightly less than Diesen's projected sales estimate of $25.2 billion you quoted. The model's forecasted actual sales estimate for July is $23.388 billion. Details of the model's results for last month can be found at http://wp.me/p4w7N-1za. Mike Cowan, independent S/C industry analyst (and developer of the Cowan LRA Model for forecast global S/C sales)



Most Recent Comments
gsprings45
 
MeasurementBlues
 
traneus
 
traneus
 
R_Colin_Johnson
 
Les_Slater
 
Les_Slater
 
Les_Slater
 
traneus
Most Recent Messages
5/3/2015
6:27:39 PM
Radio
NEXT UPCOMING BROADCAST
Why Connect a Car?
May 11, 1pm EDT Monday
Overview: Battle-hardened veterans of the electronics industry have heard of the “connected car” so often that they assume it’s a done deal. But do we really know what it takes to get a car connected and what its future entails? Join EE Times editor Junko Yoshida as she moderates a panel of movers and shakers in the connected car business. Executives from Cisco, Siemens and NXP will share ideas, plans and hopes for connected cars and their future. After the first 30 minutes of the radio show, our listeners will have the opportunity to ask questions via live online chat.
Top Comments of the Week
Flash Poll
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Special Video Section
LED lighting is an important feature in today’s and future ...
Active balancing of series connected battery stacks exists ...
After a four-year absence, Infineon returns to Mobile World ...
A laptop’s 65-watt adapter can be made 6 times smaller and ...
An industry network should have device and data security at ...
The LTC2975 is a four-channel PMBus Power System Manager ...
In this video, a new high speed CMOS output comparator ...
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...
Why culture makes Linear Tech a winner.
Recently formed Architects of Modern Power consortium ...
Specially modified Corvette C7 Stingray responds to ex Indy ...