Advanced Forecasting - Materials and Equipment-Components Turning-Points Forecasts

Printable Version

Quarterly Company Revenues & Margin Turning-Points Forecasts
Service Number:	15
Forecast Horizon:	4 - 12 months
Total Reports:	12
Refund Guarantee Period (months):	3
Price:	Varies (details)

Subscribers to this service receive a customized report incorporating only the companies they have chosen (from a given list) to include. Forecast reports are updated and shipped monthly. Actual company quarterly data is updated upon earnings release.

Report Includes:

3- to 6-Month Forecast Horizons (depends on the company)

Choice of IC Vendor companies

Choice of Semiconductor Equipment Manufacturers

Comparison of company's original guidance vs. Advanced Forecasting's forecasts

Correlation Coefficient between each forecast and actuals

Company Forecasts Available (click on company ticker to view sample forecast):

(R) = Revenue

(GM) = Gross Margin

Company	R/GM	Forecast Horizon (Months)*	Correlation**	Company	R/GM	Forecast Horizon (Months)*	Correlation**
ALTR	R	5	0.96	NSM	GM	4	0.94
AMD	GM	7	0.67	NSM	R	4	0.77
AMD	R	6	0.79	NVLS	R	9	0.96
ADI	GM	7	0.86	ONNN	GM	4	0.97
ADI	R	5	0.77	ONNN	R	6	0.92
BRCM	R	5	0.96	TER	R	6	0.86
KLAC	R	12	0.91	TXN	GM	4	0.93
KLIC	GM	4	0.62	TXN	R	6	0.97
KLIC	R	3	0.78	VSH	GM	4	0.85
MXIM	R	8	0.94	XLNX	R	4	0.78
WFR	R	4	0.95

* Example of 5 months horizon: a forecast published at the beginning of January will predict up to (including) May. In February the June forecast point will be added. Previously published points remain unchanged.

** Correlation. The Pearson Correlation Coefficient (highest possible = 1.0) measures the degree of relation between Advanced Forecasting’s forecast and actual company Revenues or Gross Margin calculated on the last 10 quarters of available data.

Sample Charts:

Forecast horizons have been truncated

(Click here to see a clearer picture)

Pricing Structure:

1st Revenues or Gross Margin Forecast - $7,000
2nd Revenues or Gross Margin Forecast - $3,000
Each Additional Revenues or Gross Margin Forecast - $1,500

- Or -

Set of 10 Revenues or Gross Margin Forecasts - $19,800 (10% Savings)
Set of 15 Revenues or Gross Margin Forecasts - $25,000 (15% Savings)
Set of 20 Revenues or Gross Margin Forecasts - $29,600 (20% Savings)

* Soft-dollar payments accepted

Consider also (Highly Recommended):

To obtain a more complete view of the future of the IC industry, consider our base service, the IC Revenues Cycle Forecast. It presents a rolling 19-month horizon of the Underlying Demand for Worldwide IC consumption, forecasts for North America, Europe, Japan, and Asia-Pacific, and our exclusive IC Recovery Index. In addition you will benefit from our analysis and interpretation which appear only in this service.