Hi Peter - per the subject the Cowan LRA forecasting model is predicting sales and sales growth numbers for 2014 of $335.8 billion and 9.9 percent, respectively. These latest forecast numbers are derived from the WSTS's recently posted May 2014's HBR which reported May's actual global semi sales of $26.9 billion. This monthly update for 2014's sales growth, gleaned from the latest Cowan LRA model run, projects a much higher sales growth number than Dataquest's just updated expectation of 6.7% even though the two sales predictions at $336 biullion match almost perfectly. The difference in the two resulting sales growth results reflect the higher 2013 sales base (at $315 billion) attribuable to Dataquest versus the WSTS 2013 final sales result of $305.5 billion
Mike Cowan, independent market watcher and developer of the Cowan LRA Model for forecasting global semiconductor sales
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