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Politics : Formerly About Applied Materials
AMAT 252.25+0.9%Nov 28 4:00 PM EST
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To: Ian@SI who wrote (44347)3/22/2001 6:06:20 PM
From: Sam Citron  Read Replies (1) of 70976
 
Ian,

MU does indicate that it thinks PC supply chain has depleted their memory inventories. They also say that they have not throttled back production. However they have been changing their product mix. Poor visibility suggests end user demand still not robust. Took six months to get through PC memory inventory. May take another 6 months to get through communications IC inventory.

Now how about the BTB?

Sam
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