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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: StanX Long who wrote (63527)	5/7/2002 11:40:07 PM
From: StanX Long	Read Replies (1) \| Respond to of 70976

Don't be fooled by Q1 chip surge; recovery remains gradual, says analyst Second quarter growth will ease due to drop in DRAM sales, cautions Bill McClean By J. Robert Lineback Semiconductor Business News (05/07/02 09:10 a.m. EST) siliconstrategies.com Hang on. Here comes a speed bump to slow down the 2002 semiconductor recovery after first-quarter chip sales grew at their fastest sequential rate since the mid-1980s. Overall, semiconductor markets defied seasonal patterns, which normally push down first quarter sales from typically strong Q4 revenues. The first quarter sales increased by nearly 6% from the fourth quarter of 2001, making the start of 2002 the best three-month period of sequential chip growth since 1986, according to the Semiconductor Industry Association last week (see May 2 story). But after a brief and well-needed celebration, it's time to dig down into the Q1 numbers and not get sucker punched by unreasonable expectations for the 2002 recovery, cautioned veteran chip analyst Bill McClean, president of IC Insights Inc.