http://stockmarketbeat.com/blog1/2006/10/31/semi-trade-group-throws-out-stale-kool-aid-brews-some-more/ Our beat: The stock market. Our job: Beat it. Sun, 07 Sep 2008 16:37:20 +0000 http://wordpress.org/?v=2.2.1 http://stockmarketbeat.com/blog1/2006/10/31/semi-trade-group-throws-out-stale-kool-aid-brews-some-more/#comment-25345 SMH: Researchers Catching up to Our Early Call on Semis - Stock Market Beat - Our beat: The stock market. Our job: Beat it. Wed, 18 Apr 2007 04:13:09 +0000 http://stockmarketbeat.com/blog1/2006/10/31/semi-trade-group-throws-out-stale-kool-aid-brews-some-more/#comment-25345 [...] While everyone plays catchup we will refer you back to our October 2006 comments, which have not needed any revisions: The chart below shows the year/year growth rate in semiconductor sales for each month going back to 1998. Data is courtesy of the Semiconductor Industry Association (SIA). [...] […] While everyone plays catchup we will refer you back to our October 2006 comments, which have not needed any revisions: The chart below shows the year/year growth rate in semiconductor sales for each month going back to 1998. Data is courtesy of the Semiconductor Industry Association (SIA). […]

]]> http://stockmarketbeat.com/blog1/2006/10/31/semi-trade-group-throws-out-stale-kool-aid-brews-some-more/#comment-12831 Semiconductor Industry Should Quit Patting Itself on the Back (and Building Capacity) - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Sat, 03 Feb 2007 03:21:40 +0000 http://stockmarketbeat.com/blog1/2006/10/31/semi-trade-group-throws-out-stale-kool-aid-brews-some-more/#comment-12831 [...] Lest you get the impression that the dudes at SIA are really on-the-ball forecasters, keep in mind that the 0.4 percent error was off of their most recent estimate. When the SIA issued their initial forecast for 2006 they said: The forecast calls for 2005 sales to increase by 6.8 percent to $227.6 billion, followed by increases of 7.9 percent to $245.5 billion in 2006, 10.5 percent to $271.3 billion in 2007, and 13.9 percent to $309.2 billion in 2008. [...] […] Lest you get the impression that the dudes at SIA are really on-the-ball forecasters, keep in mind that the 0.4 percent error was off of their most recent estimate. When the SIA issued their initial forecast for 2006 they said: The forecast calls for 2005 sales to increase by 6.8 percent to $227.6 billion, followed by increases of 7.9 percent to $245.5 billion in 2006, 10.5 percent to $271.3 billion in 2007, and 13.9 percent to $309.2 billion in 2008. […]

]]> http://stockmarketbeat.com/blog1/2006/10/31/semi-trade-group-throws-out-stale-kool-aid-brews-some-more/#comment-5623 Stock Market Beat » Blog Archive » Timing is Everything Thu, 16 Nov 2006 22:09:54 +0000 http://stockmarketbeat.com/blog1/2006/10/31/semi-trade-group-throws-out-stale-kool-aid-brews-some-more/#comment-5623 [...] Sure. The only thing is, what makes them so sure that inventories have peaked? As we have mentioned once or twice (oh, what the hell - we’ve said it a lot), semiconductor equipment orders have been enormous. Do they think that equipment, once installed, won’t be put to use manufacturing more semiconductors? [...] […] Sure. The only thing is, what makes them so sure that inventories have peaked? As we have mentioned once or twice (oh, what the hell - we’ve said it a lot), semiconductor equipment orders have been enormous. Do they think that equipment, once installed, won’t be put to use manufacturing more semiconductors? […]

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