SNS: The Christmas Quarter

2014-10-08

Volume 17, Issue 37
Week of October 6, 2014
In This Issue
Feature: The Christmas Quarter

  • Chips
  • GDP, and Markets As Psychology
  • Consumer Confidence
  • Devices

Quotes of the Week
Takeout Window

  • Global Chip Sales, July
  • Global Chip Sales, August
  • Worldwide Semiconductor Revenues
  • IMF Global Growth Projections
  • Consumer Sentiment
  • The “SNS Big Shift” Hits Samsung Korea

Upgrades and Numbers

  • HP Split: The Horns of Meg’s Dilemma

Ethermail
In Case You Missed It…
SNS Members Making News
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It’s hard to believe it’s that time again, as we enter the most important quarter in finance and sales for the world’s technology companies. One obvious lesson that comes out of the coming quarter is this: as the world changes, so does this quarter change. In a real sense, Q4 is an acutely sensitive lens on technology sales trends worldwide over the past year.

In addition to documenting this new level of change, I thought I would take a slightly different approach to this year’s Q4 outlook. Rather than just make predictions, it struck me that it might be more helpful to SNS members to have a view into the process regarding how I come to these conclusions.

While pattern recognition is always at the beginning of this work, various types of questions involve different parameters and approaches – so the description in this week’s issue is not intended to fit every other type of prediction set. On the other hand, it is intended to serve all of you in making Q4 predictions, from now on.

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