What trends did we see in Q3 2014?
Financial results were varied in the third quarter with surprises from several major players
Uncertainty in future earnings and profits led to higher volatility with the VIX spiking at 26 in October
Outlook remains positive with the PMI posting another gain at 57.6, slightly below the high of 61 posted in the first quarter of 2011 and the third quarter in a row it has moved higher
The shift to mobile from desktop is predicted to reach 50% of users by 2018
Semiconductor companies are benefiting from rapid advancements in sensing, processing and communications emerging from the rapidly advancing 'wearables' and IoT segments