Defense, semis rebound.

DEFENSE, SEMIS REBOUND

Trends in the U.S. electronics equipment market (shipments only).

                                                % CHANGE
                                     MAY    JUNE (r)   JULY *    YTD

Computers/electronics products       -2.4     -4.1        3.1    -0.2
Computers                            16.7    -10.7      -15.3    -9.8
Storage devices                      16.3     -7.6        8.2   -14.0
Other peripheral equipment           16.0      0.6        4.6     2.3
Nondefense                            1.0      0.8       -1.0    -2.9
communications equipment
Defense communications equipment      5.0    -15.6       13.4     4.0
A/V equipment                         6.6      0.2       -1.6     4.5
Semiconductors                      -18.1    -14.9       20.4    -3.9
Components (1)                        0.7      1.2       -0.9     6.5
Nondefense search and                -1.0      0.8        8.9    22.6
navigation equipment
Defense search and                    0.4     -2.4        1.8     4.8
navigation equipment
Medical, measurement and control     -0.4      1.1        2.4     3.1

(r) Revised. * Preliminary. (1) Includes semiconductors.
Seasonally adjusted.

Source: U.S. Department of Commerce Census Bureau, Aug. 31, 2007