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Strategies & Market Trends : Z PORTFOLIO
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To: Paul Moerman who wrote (7577)6/14/2002 12:28:55 PM
From: Ron McKinnon   of 11568
 
fwiw



Paul Kedrosky
GNSS ASP toboggan picking up speed on hill
6/14/02 11:41 AM ET

Nasty GNSS call. Lost sales to ultra-low-end competitors, slowdown in flat panel shipments, and big acceleration in ASP declines -- from 15% to more like 25-30%. Sounds like layoffs are coming to prop up margins, but real challenges to GNSS business model. Yuck. GNSS is bouncing a little, as you might expect this morning, but this is more than a one-quarter problem
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