Zeev: Since you are monitoring both semies and networking group, I want to ask you a question. Is there a correlation between the slide of the semies and strength of the networking equipments.
The previous slide of the semies began in september-december of 1995 thru august of 1996. The PC based computer group as well as the networking equipment both benefited from this slide, because the prices of the components went down, while the prices of the products did not. Since the semies group, as you pointed out just began the downward move, should we expect the positive momentum in the networking equipment, which are sliding now for more the 3 - 4 months.
And I do not mean CSCO,TLAB,COMS which are sliding only 1-2 months, but rather CSCC, FORE, BAY, MADGF, DIGI and so on. |
