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Strategies & Market Trends : Guidance and Visibility

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Nov 14 9:30 AM EST

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To: 2MAR$ who started this subject	8/8/2001 3:25:55 PM
From: Teri Garner	Read Replies (1) of 208838

15:22 ET IDC Report : Semis have been hurt this afternoon by an IDC report on the outlook for the PC semi market; we don't have the full report, but the press release announcing the report begins on a bleak note, claiming that "the market will not after recover until after 2005." But later in the release, an IDC analyst says of DRAM companies: "we don't think they will begin to recover until next year." It's not clear what IDC means with the 2005 date, as the rest of their comments don't back that date up.

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