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Politics : Ask Michael Burke

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To: Earlie who wrote (39980)	12/20/1998 10:51:00 PM
From: geewiz	Read Replies (1) of 132070

Hi Earlie, Nice to have all your comments this weekend! Noticed the following in recent Financial Times article of Ericsson warning over earnings; ERICSSON WARNS OVER PROFITS; Financial Times December 11, l998 "Ericsson, the world's third-largest supplier of cellular phones behind Nokia and Motorola, also said handset margins were being squeezed by a shift in demand towards cheaper phones.....The trend was particularly pronounced in western Europe, where one third of handsets sold were low specification phones" .......... So Earlie, which of the chipies will feel this glut? My guess is this bodes ill for mixed signal group. LLTC gets about one third of revenue from communications sector, about the same as comes from boxmakers. Holiday best, art

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