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Technology Stocks : Silicon Laboratories - SLAB

SLAB 134.41

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Dec 26 3:59 PM EST

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To: D. K. G. who started this subject	10/24/2000 11:09:05 PM
From: Jack Hartmann	Read Replies (1) of 76

investor.silabs.com Some Q&A notes from 10/16/00 CC - 120 design wins, 50 for DAA, 30 isomodem, 22 RF, and 15 for postleg? - Inventory level is stable, not seeing inventory buildup - These RF design wins should ramp mid-next year. - Expect slowdown in sequential growth rate for next quarter due to sluggishness in PC space - PCTel was 45% of rev, 3Com was 10%, Smart link, MOT and LU were 5% - Good relationship with PMCS so get wafers we need - OC-192 revs should show up in 2002. Appears to be conservative. OC-48 volume should increase in next several years. - Wireless was 5-10%, Expect to growth to 10-20% range. - 4.6M includes Wireless, isomodem and proslick - Next quarter is upper single digits - DAA decreased as part of total rev, now 84%, was 91% prev quarter Jack

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