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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 152.38-5.6%3:03 PM EST
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To: Kevin Hay who wrote (7550)1/16/1999 3:30:00 PM
From: Ian@SI  Read Replies (2) of 10921
 
Kevin,

If you do all your research as carefully as you did to form the
conclusion which you did in your post, I'd expect you to get very
poor very fast.

You do a serious disservice to yourself and anyone who mistakenly
believes your ill-founded conclusions.

You and the rest of the thread were first advised of the correct
information; then given the URL to check for yourselves; now here is
the data from SIA.

If still unconvinced, please post a response to anyone other than me.

Ian.


EXTRACT FROM:  [has the 3 month rolling average]

 The GBR Monthly report for August 1998

Month-to-Month Sales
Market        July 1998               August 1998        % Change
Americas     3.204                     3.315                 3.4
Europe        2.220                     2.235                 0.7
Japan          2.050                     2.005                -2.2
Asia Pacific 2.193                     2.261                 3.1
Total          $9.668 Billion         $9.816 Billion      1.5 %

And the single month data...

              Single Month Shipments*
 *The numbers below are representative of shipments in a single month 
 and are separate from the three-month rolling averages contained 
in the Global Sales Report

    worldwide Americas Europe   Japan  Asia Pacific
July 8953700  2863441  1987255 1994436 2108568
 Aug 9462293  3266504  2130812 1821993 2242984


and your post...

Ian is mistaken.

re: <<"Month-to-Month sales" does not imply a 3-month
average, in fact the title says, "sales in November ..." etc>>

This is a clear title that explains exactly what it is.

SIA used to report btb, which was based on a 3mo ave. That went
away some time ago and was replaced by a monthly sales figure.

simple

-Kevin
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