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any1
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consolidation
any1   12/9/2013 10:52:29 AM
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There has been a lot of consolidation in the memory business over the last few years - especially DRAM.  The fewer big players left may be able to smooth out some of the boom and bust cycles typically seen in the past.  It''s a maturing industry now.  That's both good news and bad news I think.

ubm112211
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Re: Micron at #4
ubm112211   12/8/2013 7:16:07 PM
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I would call the memory industry slot machine model.

they turn out little in most of time but there will be jackpot waiting for you.

just be patient and stay alive.

daleste
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good news
daleste   12/8/2013 5:20:13 PM
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This is good news that there is some growth forecast in the industry.  A good sign that the economy may finally be coming back.

Cowan LRA Model
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Cowan LRA Model's Forecast Expectations For 2013 & 2014
Cowan LRA Model   12/8/2013 8:26:12 AM
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Hi Zewde - the latest run of the Cowan LRA forecasting model (see URL = http://electronics.wesrch.com/paper-details/docx-EL1SE1J5APKCT-latest-cowan-lra-model-s-global-semi-sales-forecast-results-for-2013-and-2014) yielded sales and sales growth expectations for 2013 and 2014 of $304.2 Billion / 4.3 percent and $317.8 Billion / 4.5 percent, respectively. These latest forecast results are based upon Oct 2013's actual sales numbers as gleamed from the WSTS's Oct 2013 HBR, Historical Billings Report, as posted on their website (http://www.wsts.org/).  The latest updated 2013 sales growth of 4.3 percent is slightly less bullish than IHS's prediction of 4.95 percent. Also included in my monthly forecast write-up are other market watchers' "thinking" re. sales growth expectations for 2013 and 2014. Check it out at the above invoked URL.

Mike Cowan (Independent semi market watcher and creator of the Cowan LRA Model for forecasting global semiconductor sales)

DrFPGA
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Micron at #4
DrFPGA   12/6/2013 12:37:19 PM
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Seems like just a few years ago Micron and other memory guys were on the ropes. What a crazy industry we are in...

krisi
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31%
krisi   12/6/2013 11:08:58 AM
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31% growth for Qualcomm?!? amazing you can grow that fast being that big



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