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Technology Stocks : Semi Equipment Analysis
SOXX 289.38-3.4%Nov 13 4:00 PM EST
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To: Gottfried who wrote (13613)2/26/2004 9:42:25 PM
From: StanX Long  Read Replies (1) of 95413
 
PC market, China dragging on January chip sales, says analyst
By Peter Clarke
Silicon Strategies
02/26/2004, 5:40 AM ET

LONDON -- The January market for worldwide chip sales is likely to suffer a fall compared with December 2003, and even after seasonal adjustment is likely to be flat, according to analysts at Handelsbanken Capital Markets.

In a report issued a few days ahead of the expected publication of worldwide semiconductor market data for January by World Semiconductor Trade Statistics (WSTS) and the Semiconductor Industry Association (SIA) the analysts said they expected worldwide chip sales in January to have a three-month moving average of $15.65 billion down from $16.03 billion and seasonally adjusted nearly flat versus December.

The analysts' said their expectation for 2004 in total is that world chip sales would rise 18.5 percent to reach $197 billion.

This is a lower growth prediction than that from market research firm Gartner that predicted 2004 chip sales would break through $200 billion with an annual growth of either 22.6 percent or 30-plus percent (see February 25 story).

With regard to January 2004 sales Handelsbanken analysts said that PC chips are likely to be flat and that consumer electronics growth is likely to slow, but that chips for wireless applications are expected to be strong.

In addition a rule change concerning Chinese export rebates is likely to have boosted worldwide chip sales in December by about 1 percent at the expense of January sales, the Handelsbanken report said.
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