Global Report on

Technology and the Economy


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The most accurate predictive report on technology and the global economy,

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 SNS Subscriber Edition Volume 17, Issue 37 Week of October 6, 2014 





The Christmas Quarter




In This Issue




The Christmas Quarter



GDP, and Markets As Psychology

Consumer Confidence



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




In Case You Missed It...
SNS Members Making News


Upcoming SNS Events
& Media Links


In Other House News...

How to Subscribe

May I Share This Newsletter?

About SNS

About the Publisher

Where's Mark?


[Please open the attached .pdf for best viewing.]


" --- [Y]our piece about Australia and its relationship with China was outstanding. Congratulations."


Best regards,


Richard Dearlove


Sir Richard Dearlove KCMG OBE


Pembroke College, Cambridge

[SNS Member

Past Chief, SIS (Secret Intelligence Service / MI6)]








The Christmas Quarter


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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