Silicon Investor (SI) -- The First Internet Community

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.

Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (35746)	1/2/2002 2:20:21 PM
From: dlu	Read Replies (1) \| Respond to of 69357

Harry.. I just updated TC2000 and PVII turned up as the #1 BOP rated stock. Maybe there is something to the January effect on this one, although I see no breakout on volume... interesting none-the-less. Have you updated your system yet or are you going to not use TC anymore? dlu

To: Johnny Canuck who wrote (35746)	1/2/2002 9:52:17 PM
From: Johnny Canuck	Respond to of 69357

November Semi Sales Reach $10.6B, SIA Says Online staff -- Electronic News, 1/2/02 Worldwide semiconductor sales increased 1.6 percent in November, reaching $10.6 billion, compared with $10.4 billion in October, the Semiconductor Industry Association (SIA) said today. This marks the second straight month of growth, the San Jose-based trade organization said. The SIA predicts personal computers, wireless communications, consumer products and automotive applications will drive semiconductor sales, ultimately leading the industry out of the downturn. "Our forecast released in November calls fourth quarter sales to be 4.7 percent higher than the third quarter and with two months of data now in, we are on target to meet that projection," said George Scalise, SIA president, in a statement. November sales rose 5.3 percent sequentially in the European market and 2.5 percent in the Asian/Pacific market. Sales in the Americas were flat and Japan was down 1 percent. The figures released today are part of the SIA’s Global Sales Report (GSR), a three-month moving average of sales activity tabulated by the World Semiconductor Trade Statistics (WSTS) organization. ************ [Harry: Hard to tell if this is just a seasonal factor as there was some anticipation of strong sell through in computer and consumer products during the Christmas season. The key is whether this really turned into sales. As 50 percent of all semiconductors produced based on dollar value go into computers, it is still highly weighted towards PC sales. Deep discounting might have driven electronic sales, but low ASP's might translate into weak demand for re-ordering of semiconductors combined with the traditional seasonal weakness of the following Q.]

To: Johnny Canuck who wrote (35746)	1/2/2002 9:56:26 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 69357

Recovery Slow for Standard Logic Industry, Analyst Says Online staff -- Electronic News, 1/2/02 The standard logic industry experienced its worst year ever in 2001, with revenues for small devices falling 46 percent to $1.6 billion, reports market research company iSuppli Corp. Revenues for standard logic devices totaled $3 billion last year, the El Segundo, Calif.-based company said, adding that it is unlikely that the industry will see any significant improvement over the next few years. According to iSuppli, the stand logic market will lag behind the rest of the electronics industry, reaching $2.3 billion by 2005. "Prices for standard logic are now stabilizing at their lows and are expected to remain static through the end of the year," said Kelli McNatt, supplier development manager at iSuppli and author of the report, "A Future for Standard Logic Components?" McNatt also said that "suppliers have done a good job in cost reduction and are making some money at these current levels. They have also invested in bringing newer devices and packages with higher ASPs to market and that will help them through these tough times. It would be prudent for buyers to negotiate long term pricing agreements during the next few quarters to take advantage of the current situation." According to McNatt, buyers should be looking out for new designs that include TTL devices because suppliers will be paring their offerings in this area and not pursuing development of new families. "They should encourage engineering teams to switch to CMOS equivalents to avoid end-of-life problems that might impact continuity of supply," McNatt said. {Harry: No sure how much of a determinate this is of consumer electronic sales health anymore. Most systems are designed as ASIC's or use user programmable devices now in their designed. Given the release of mixed signal programmable devices, few designer are using discretes except to prototype RF and higher analog designs.]