NEW TRIPOLI, USA: Just how bad with semiconductor sales get that will impact equipment sales. Lam's announcement cutting outlook is distressing, but where does Lam get its OUTLOOK?
Take a look at the chart below, which shows that the downturn in semiconductor sales over the past few months will lead to a double peak in revenues in Q3 2012 before dropping again,
Our Proprietary Leading Indicators (PLLs) show a peak in January 2010 and again in January 2011, which will be mirrored by a rebound in semiconductor sales. Semiconductor sales, based on SIA’s three month moving average peaked in September 2010 and we anticipate the second peak in Q3 2012 before revenues start to drop. Note our PLLS foretell the inflection points in semiconductor sales by up to 12 months.
Source: The Information Network, USA.
Thursday, July 28, 2011
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.