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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (27413)	4/21/1998 10:50:00 PM
From: slob	Read Replies (1) of 132070

Michael, I'm hearing about a huge up swing in book to bill for the first 3 weeks of Q2. Cellular is great, PC's are strong and analog is booming. Remains to be seen if this is just a reaction to the low inventory levels from Q1, but if it continues we are looking at a major turnaround. I don't expect to see any change in MU or INTC frankly I don't follow them, but companies like VLSI, LSI and TXN should look real good. Slob

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