Hi Peter - not only is today the "beginning" of summer but it is also Semi sales forecast day!
In addition to Gartner updating its forecast expectation for 2011 as you reported here, three other market watchers have likewise weighed in today with their latest forecast thinking.
Included are iSuppli (7.2%, up from 7.0%), SIA (endorsed WSTS's forecast of 5.4%) and my latest monthly forecast update of 7.9% based upon the Cowan LRA model run assuming a May 'actual' sales forecast estimate of $24.565 billion.
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