SI
SI
discoversearch

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.
Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: Justa Werkenstiff who wrote (4292)4/5/1999 9:12:00 PM
From: Ian@SI  Read Replies (2) | Respond to of 15132
 
Justa,

Your chart gave me a keen insight into CYMI's fortunes...

Check out:

techstocks.com

Perhaps the street thinks CYMI's fortune as a US company are solely dependent upon its only US customer. ;-) These 2 are joined at the hip until the addition of SVGI to the S&P SmallCap 600 was announced.



To: Justa Werkenstiff who wrote (4292)4/6/1999 5:49:00 AM
From: Justa Werkenstiff  Read Replies (2) | Respond to of 15132
 
Chip Sales:

My comment - CNBC is currently humping the sequential decline in chip sales from January to February as opposed to the year-over-year increase in sales:

Semiconductor Sales Worldwide Total $10.88 Billion in
February

Industry Is Up in Sales 3.3% From Last Year

SAN JOSE, Calif., April 5 /PRNewswire/ -- Worldwide sales of semiconductors
leveled at
$10.88 billion in February, up 3.3% from 1998 February totals, as reported by the
Semiconductor Industry Association (SIA).

''This month's numbers show signs of continued industry growth that we expect will
remain steady throughout the year,'' said
Doug Andrey, SIA Director of Information Systems and Finance.

The Global Sales Report (GSR) showed an increase in most markets from February
1998 to February 1999. While the
Americas sales did not change, the Europe and Japan markets increased slightly by 1.9
percent and 2.8 percent respectively.
The most notable change was the Asia Pacific market with a 10.3 percent increase in
sales from last year.

The worldwide monthly sales decreased slightly from January's monthly total of $11.10
billion to February's $10.88 billion.
According to the SIA global forecast, first quarter numbers can be lower than other
quarters due to seasonal factors.

Japan was the only market showing an increase compared to last month, gaining by 0.4
percent from January. The US,
European and Asian Pacific markets decreased from January 1999, dropping 1.2
percent, 4 percent, and 3.1 percent
respectively.

The SIA's Global Sales Report (GSR) is a three-month rolling average of sales activity.
The GSR is tabulated by the World
Semiconductor Trade Statistics (WSTS) organization, which represents 70 companies.
A summary of the Global Sales Report
follows.

February 1999 Global Sales Report

Month-to-Month Sales
Market Jan 1999 Feb 1999 % Change
Americas 3.589 3.547 -1.2
Europe 2.583 2.480 -4.0
Japan 2.294 2.303 .4
Asia Pacific 2.634 2.552 -3.1
Total $11.100 Billion $10.881 Billion -2.0%

Year-to-Year Monthly Sales
Market Feb 1998 Feb 1999 % Change
Americas 3.547 3.547 0.0
Europe 2.434 2.480 1.9
Japan 2.241 2.303 2.8
Asia Pacific 2.314 2.552 10.3
Total $10.535 Billion $10.881 Billion 3.3%

Rolling Three-Month Average Sales
Market Sept/Oct/Nov Dec/Jan/Feb % Change
Americas 3.696 3.547 -4.0
Europe 2.768 2.480 -10.4
Japan 2.298 2.303 .2
Asia Pacific 2.634 2.552 -3.0
Total $11.396 Billion $10.881 Billion -4.5%

* Note: Some numbers may not add due to rounding.

SOURCE: Semiconductor Industry Association

Related News Categories: computers

Next

Previous