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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: marginmike who wrote (33538)11/3/2000 11:27:41 AM
From: patron_anejo_por_favor  Read Replies (1) of 436258
 
<<Their projecting 27% increase in chip sales next quarter, hardly bearish>>

I agree their a LOT more conservative than Sicko (but that's faint praise). Revenues were down. No more Korean handset subsidies. We'll see if they meet their estimates, or if we get another nasty surprise in the upcoming quarter.

I'm less negative on Q than most techs of their size these days...but a falling tide beaches all boats.<NG>
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