Hi Dylan - Diesen's expectations for June global semi sales are in generally good agreement with the latest forecast estimates derived from the latest Cowan LRA forecast model run based on May's actual sales published by the WSTS last July 6th. Specifically the model's June 3MMA sales is projected to come in at $24.8 billion - slightly higher than Diesen's projection of $24.6 billion. Additionally, the model's year 2012 sales growth forecast estimate is predicted to be plus 0.1 percent which is essentially no growth at all compared to 2011's sales. This result matches Diesen's prognostication - namely flat growth.
Details can be found at the following URL = http://www.electronicsweekly.com/Articles/10/07/2012/54089/cowan-predicts-flat-2012.htm.
Regards, Mike Cowan (developer of the Cowan LRA forecast model)
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