Rockwell-Spins off Conexant (CNXT) Message Board

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Technology Stocks : Rockwell-Spins off Conexant (CNXT)

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To: jas244 who started this subject	6/19/2001 8:38:19 PM
From: David W. Taylor	Read Replies (1) of 2013

Dataquest sees worst dip ever for chip market... eetimes.com "Painting the gloomiest picture yet of the current semiconductor industry downturn, Gartner Dataquest analyst Bryan Lewis said that revenues will drop by 25 percent this year versus 2000, marking the steepest year-to-year decline ever in the chip industry's history." Given the unbelievable growth rates being bandied about on this board last year, it is very interesting to see reality stepping into the picture. Bryan Lewis and Dataquest are normally very conservative in their views, so this 25% may actually be less than the real numbers. It is no wonder that CNXT is touching $7. When there were growing revenues to consider CNXT may have been worth three times this number but now I doubt we have seen the bottom yet.

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