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Technology Stocks : Semiconductor Industry Sales Trends -- Ignore unavailable to you. Want to Upgrade?

To: slob who wrote (9)	5/15/1998 12:42:00 PM
From: stockaholic	Read Replies (2) \| Respond to of 105

Hi slob, Those forecast #'s are from early-mid April '98 time-frame. The figures are tricky, for example it's easy to confuse the Americas figures with the US figures and I've seen #'s that don't exactly match up sometimes. -and the revised #'s of course can change a little. Generally you can see the trends though. I am mainly concerned with the US figures. The general pattern I've noticed from '97 is that as each quarter proceeded month to month the sales increased and jumped up the 3rd month of the quarter, then they would drop at the start of the next quarter and start the cycle over again. This has not been the case with '98 to the same degree. The percentage moves month to month have been smaller and from preliminary reports, slightly negative for March in the US.It's interesting to me to see a new pattern developing (even though the figures are "old" by the time they come out and sometimes get revised.)If you remember some of the forecasts from mid to late '97, you recall the 17% growth for '98. Now forecasts are down to 5% or so.During the time of those forecasts, things were looking pretty good, so the optimism is understandable. I don't think March was a fantastic month at all.BTW- If you notice any flaws in my general observations,please tell me because I am in no way an expert on the subject. I'm boring myself to sleep here. Goodnight