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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 690.40-0.5%Jan 14 4:00 PM EST

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To: Johnny Canuck who wrote (32910)6/20/2001 3:49:57 AM
From: Johnny Canuck  Read Replies (2) of 69761
 
JBL call notes ( Will post more detailed notes at later day).

Communications segment down 25 percent from previous Q.
Communciation represented 50 percent of rev. Expect flat growth next Q.

PC segment down 5 to 6 percent over last Q.

Peripheral segment up sequentially.

In general reduction in volumes being replaced by new design wins.

$1 bil in borrowing capacity to buy more capacity. Added $350 mil in Q in credit/
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