Applied Materials No-Politics Thread (AMAT) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: etchmeister who wrote (24977)	7/7/2011 3:35:02 PM
From: etchmeister	of 25522

SIA and fair disclosure and paying clients will get this kind of info before it's distributed to the crowd The SIA has no format when it comes to reporting the global chip sales qualitatively except for breaking it down into regions. Sometimes they mention CPU sales are strong or DRAM is strong but these comments are inconsistent. I believe the SIA report is availble to the member companies as well as to paying clients. Do paying clients obtain Intels (or any other member) sales data - if that's the case paying clients would have the sales data for 2 out of 3 months prior to earnings release. Probably the SIA combines the data in different categories like NAND, DRAM, CPU etc. but because of regional breakdown certain customers can be identified. For example in case of Intel there is only one competitor - Is this in compliance with "fair disclosure"?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next