Replies to post #406184 on Zeev's Turnips Patch-No Politics (ZEEV)

[gottfried]

SIA May numbers
http://www.sia-online.org/pre_release.cfm?ID=370

July, 2005

GLOBAL SEMICONDUCTOR SALES DECLINE BY 0.5 PERCENT IN MAY

-Chip sales up by 4 percent from May 2004-

SAN JOSE, Calif. – July 2, 2005– Worldwide sales of semiconductors declined slightly in May to $18.05 billion, a sequential decline of 0.5 percent from the $18.14 billion reported in April, the Semiconductor Industry Association (SIA) reported today. May sales were up 4.1 percent from the $17.34 billion reported in May of 2004.

“Attrition in DRAM prices, which saw a sequential decline of 6 percent, was the major contributing factor in a slight decline in worldwide semiconductor sales in May,” said SIA President George Scalise. “DRAMs are one of the largest segments of the total semiconductor market, consequently price swings in this segment have a large impact on total chip sales. [snip]

charts
http://home.comcast.net/~gottfriedm/SEMIcharts/chipsales_SEMIbookings.gif

http://home.comcast.net/~gottfriedm/SEMIcharts/chipsales_SEMIbillings.gif

[connor26]

SVNX, in case you hadn't seen this, 8:36AM 724 Solutions guides for Q2 (SVNX) 8.22 :Co sees Q2 revenues of approx $4.6 mln, single analyst's estimate is $6 mln; SVNX reaffirms its GAAP cost of revenue and operating expenses guidance of $6.4-6.7 mln.