George Scalise Percent Quotations

Our forecast released in November calls fourth-quarter sales to be 4.7 percent higher than the third quarter, and with two months of data now in, we are on target to meet that projection.

U.S. semiconductor companies have over 70 percent of their manufacturing capacity in the United States, while less than a third of our markets are here.

The worldwide market for semiconductors in 2001 is expected to decline 31 percent due to excessive inventories and price pressure on a wide range of products, ... However, recent data indicates inventory is now largely in balance and prices are rebounding in some product categories.

We see very strong, solid demand pattern ahead of us. We're talking about 10 percent compounded annual growth rate between 2005 and 2008.

The September results are in line with the 1997-2000 worldwide forecast we released last week which calls for industry growth of 5.5 percent in 1997 and 16.8 percent in 1998.

The sales increase was dominated by a record 82.4 percent sales rise in the DRAM market, with essentially flat sales in other product areas as forecasted,

The July data, and the year-on-year increase, confirm that a moderate but sustainable recovery continues, putting us on track for 7-9 percent sequential growth in the third quarter,

The October sales are another indication that the industry is on track to achieve our forecast of 4.7 percent growth in the fourth quarter.

They're perhaps approaching 75 percent or better by now. The consensus building is that there maybe a limitation to the upside in the quarter but it's not likely to get to the point where it's going to bring the numbers below what the analyst expectations are.