Some markets are stronger than others, however. “PC processor chip sales fell 52 percent year-over-year in April, so we expect another profit warning from Intel,” said Bruce Diesen, an analyst with Handelsbanken Capital Markets, in a report.
I'm kind of lost about the 52% - that's what SIA stated:
"More intense competition led to a sequential decline of 6.1 percent in sales of microprocessors, offsetting modest growth in the rest of the microchip market," said George Scalise, SIA president, in a statement.
Sales of microprocessors, which make up 14 percent of the overall chip market, were up nominally year-to-year, Scalise said. April DRAM sales were up 3.7 percent sequentially and 7.7 percent year to year, he said. "The PC market remains strong, with unit sales of personal computers running 13 to 15 percent ahead of last year's levels," Scalise said.
Cutting through all this analyst talk just check this chart and decide for your own -
“[We are] reducing our 2006 forecast from 11 percent to 10 percent, driven by weaker April shipments, with a muted cyclical peak still expected in mid-to-late 2006,” said Craig Berger, an analyst with Wedbush Morgan Securities, in the report."
I suppose we get one of those muted cyclical peaks once a year
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