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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (29971)	4/15/2006 6:59:41 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95450

Recently, SIA released semiconductor sales figures for the month of February. The table below is updated to show the results for the first 2 months of the year. Keep in mind, these are actual monthly numbers in the table, not 3 month moving averages. - ACTUAL MONTHLY SALES(1,000s) - PCT - 2005 2006 DIFF CHG Jan 17305948 17415761 109813 0.6 Feb 17222418 18423726 1201308 7.0 Mar 20549813 Apr 16621575 May 16982507 Jun 20270889 July 16806651 Aug 18685898 Sep 23179234 Oct 18308124 Nov 19732889 Dec 21818191 TOTAL 227484137 35839487 1311121 SIA Forecst 245455380 7.9 S&P Forecst 254782230 12.0 Listed below the TOTAL line in the table are the present yearly estimates of sales from SIA and S&P. The SIA forecast is for a yearly 7.9 percent increase while S&P is more bullish with a projected 12 percent increase. Here is an excerpt from the sub-industry outlook for the semiconductor industry from S&P. <<According to industry data gathered by the Semiconductor Industry Association (SIA), world wide sales growth was a healthy 18% in 2003, and a robust 28% in 2004, and industry growth moderated to a 7% sales increase in 2005. We project a 12% increase for 2006, which is above the SIA's 7.9% forecast. We anticipate that most chip stocks will outperform the S&P 1500 over the next 12 months. Over that time frame, we believe chipmakers exposed to the high-end analog, power management, graphics, programmable, and other chip categories that serve a broad range of end markets have the best prospects.>>