19 Years Providing Weekly Foresight

 

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

read by leaders in industry, finance, and government worldwide.

 

 

 

 

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   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

Master

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.