Semiconductor Industry Sales Trends Message Board

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Technology Stocks : Semiconductor Industry Sales Trends

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To: stockaholic who wrote (2)	5/1/1998 6:50:00 AM
From: stockaholic	Read Replies (1) of 105

5/1/98-Purchasing managers shows 60% of all respondents believe overall business conditions will improve over the next 60 days, a 10% improvement from last month. More than two-thirds of these companies are reporting an increase in orders this month Increase in inventory and order volumes for memory. Two-thirds are building their inventory for memory and almost three-fourths stated a rise in order volume. Many companies are reporting tight deadlines and increasing orders for products that require memory over the next two months. Prices: Prices over the next 60 days will... Rise Fall Remain steady Don't know Microprocessors 7% 17% 76% 0% Memory 23% 33% 44% 0% Semicustom chips 10% 40% 40% 10% Passives/connectors/ switches & relays 13% 30% 57% 0% Other 13% 26% 60% 1% Inventory: Over the next 60 days what will be your position on inventories? Build Maintain Reduce Don't know Microprocessors 17% 10% 66% 7% Memory 60% 40% 0% 0% Semicustom chips 17% 60% 7% 16% Passives/connectors/ switches & relays 25% 60% 10% 5% Other 10% 66% 16% 8% How will order volumes change over the next 60 days? Rise Fall Stay the same Don't know Microprocessors 20% 50% 15% 15% Memory 70% 3% 7% 20% Semicustom chips 30% 10% 50% 10% Passives/connectors/ switches & relays 20% 7% 63% 10% Other 17% 3% 60% 20% Source: Electronic Business/Cahners research

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