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.

Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Yogi - Paul who wrote (240)	4/6/1998 10:08:00 PM
From: Kurthend	Read Replies (2) \| Respond to of 2025

Irthrifty. <<The SIA put a positive spin on the chip market conditions, saying semiconductor sales were the second highest February total since 1990. "January and February sales are consistent with the seasonal sales pattern we saw in 1997," said George Scalise, president of the SIA, based in San Jose, Calif. "Considering this pattern together with Japans impact on overall sales totals, February numbers are what we expected.">> Another twist... The second highest February since 1990.. and consistent with seasonal patterns. I wonder if January and February sales are consistently lower during this time of year (After Christmas slowdown)? It is also strange that the Commerce Department states such a high increase in revenue and SBN is reporting such a low figure for chips (yet SBN also indicates the second highest February since 1990???). Do you think there may have been a lot of chips in inventory, similar to PCs and disk drives, that weren't counted by SBN and the chip makers? Kurt