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Baolt
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re: September, Q3 chip sales fall below par
Baolt   11/24/2010 9:37:06 PM
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what was the main factor on this slide at semi market growth compared to %36-7 at early stages? Capacity problems or overlooked sales margins?

Cowan LRA Model
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re: September, Q3 chip sales fall below par
Cowan LRA Model   11/6/2010 11:29:03 AM
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Hi Peter - based upon the September and 3Q10 sales numbers reported by the WSTS (as you posted) the Cowan LRA forecasting model predicts 4Q10 sales coming in at $78.614 billion (down 1.0 percent from 3Q10's sales). Consequently, 2010's sales forecast estimate is predicted to be $302.646 billion which corresponds to a yr-o-yr sales growth forecast estimate of 33.7 percent for 2010. Moreover the model's "first look" at 2011's sales growth forecast is 1.8%. However, I should point out that this first pass forecast expectation for 2011 will "evolve" each month as 2010 wraps up and as 2011 plays out. Mike C.

KB3001
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re: September, Q3 chip sales fall below par
KB3001   11/6/2010 12:58:19 AM
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A reflection of the state of the world economy as a whole.



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