Hi Tony, Gottfried, RE: "Intel said they saw a definite pickup in March in their microprocessor and related products<....I think it was orders. Amy J. might remember."
In the CC, he said something that sounded like "an increase in transactivity in March", but I don't think he actually said transactivity. What word sounds like transactivity? Not sure. Trend activity? Gottfried, you could probably listen to that part of the CC to see if you can discern this word - I couldn't. I recall similar to Tony that they said a pickup in March with their mp business (they didn't specify orders or billings).
However, they both stressed that sales to their distribution channels were strong (but they didn't say if that was a March-only thing, though I would believe it was) and when asked why they felt it bottomed, Bryant listed 3 things (strong sales to disty as leading indicator, return, customer inventories not high when exiting the quarter).
Glad they finally found the bottom.
I had yesterday and today off from work, but spent time on my personal finances. It's not often I get a couple of days from work, so I'm going to enjoy my time off while I can. Not that I don't enjoy SI, the chatting and the analysis is a lot of fun, but time to catch up with other friends & my family. So, I'm signing off SI for a few days. Talk with you all later. I have a hike planned on Friday that I'm looking forward to. Back to work on Monday.
Regards,
Amy J |
