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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 159.33-1.8%3:59 PM EST

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From: etchmeister3/5/2008 12:09:14 AM
   of 5867
 
SIA puts 'actual' chip sales data up for sale

Peter Clarke

Page 1 of 2

EE Times Europe
(03/04/2008 10:20 AM EST)

LONDON — The Semiconductor Industry Association (SIA), the U.S. trade association that distributes semiconductor market data collected by the World Semiconductor Trade Statistics organization, has dropped a spreadsheet containing the monthly semiconductor sales figures from the freely available pages of its website, and is instead offering the information for sale.

Although the trade body provides three-month moving averages of global and regional sales data of for free, it has decided to start selling the 'actual' monthly data. When asked for the actual sales figures for January 2007 and January 2008 a spokesperson for the SIA said: "Unfortunately we cannot post the actual numbers on the website anymore therefore I cannot tell you what the figures are. This is due to the actuals being proprietary data and must be purchased."

The SIA has for many years issued press releases giving global and regional semiconductor sales figures based on three-month moving averages. Thus the figure SIA gave for global chip sales in January 2008 — $21.49 billion — is the average of the monthly sales for November and December 2007 and January 2008.

The SIA has long argued that publishing the data in this way smoothes the data and "mitigates variations due to companies' financial calendars." It is known that many companies operate a system of four-week and five-week months for reporting purposes and that this tends to boost March, June, September and December returns. It has also been said that the SIA was concerned that the raw data could be misinterpreted and unfounded booms and busts seen in the ups and downs of the raw monthly numbers.

However, until recently the SIA made the so-called 'actual' data available in a spreadsheet on its website in parallel with a spreadsheet containing the three-month moving averages. In that way interested parties could do their own analysis of the numbers and check that the averaging had been done correctly. From now on it seems analysts will need to pay for the privilege.

eetimes.com

Amazing that small fish chip investors are still "taking on" big money - just like Paul Revere and the Raiders
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