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Technology Stocks : PC Sector Round Table
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To: Yogi - Paul who wrote (51)3/19/1998 5:12:00 PM
From: Stitch   of 2025
 
irthrifty,

Thanks for the Dallas semi-con link. That they are warning so late in the quarter is a surprise to me. But, something they said was interesting. That Asian related business is down is, of course, no surprise. But many analysts at the first of the year were saying that European and US sales would offset diminished orders from Asia. If Dallas Semi Con's experience holds true this is simply not going to happen. They state flatly that it was flat. (sory...couldn't resist)

best,
Stitch
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