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mcgrathdylan
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re: IC Insights lowers chip growth forecast
mcgrathdylan   8/8/2011 4:16:06 AM
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Thanks for chiming in and including your latest forecast Mike.

goafrit
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re: IC Insights lowers chip growth forecast
goafrit   8/6/2011 2:08:11 AM
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This is expected because the western civilization is broken. There is nothing to like about this economy to expect anything different

Cowan LRA Model
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re: IC Insights lowers chip growth forecast
Cowan LRA Model   8/5/2011 11:53:00 AM
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Hi Dylan - the latest, monthly run of the Cowan LRA Model for forecasting global semi sales likewise came in at 5.0 percent for 2011's sales growth expectation. The updated model run reflects the WSTS's June actual sales number of $27.11 billion published on Aug 3rd. The latest calculated sales growth result dropped 1.7 percentage points from last month's prediction of 6.7 percent. The latest 2011 global sales is projected to $313.4 billion and dropped from last month's forecast estimate of $318.4 billion. Looks like many of the major semi industry market watchers are llkewise "zeroing in" on a 5 percent growth forecast for 2011 with many of them lowering their estimates over the past month or so. Mike Cowan, independent semi industry analyst and ddeveloper of the Cowan LRA forecast model

yalanand
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re: IC Insights lowers chip growth forecast
yalanand   8/5/2011 9:25:50 AM
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IC Insights decision to lower chip growth forecast was expected. US is on the verge of double dip recession, needs to be seen how robust chip growth would be in coming days.



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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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