Altered my perception of earnings after listening to cc - LSI would be there with 5% to 6% sequential Q growth in Q2 (assuming Wilf delivers that is), but not Q1. So they are 1Q behind the TIs and ALTRs of the world in this recovery.
By the way, I am using this scorecard for myself less to chart actual Q1 but more to chart the forward looking statements are i.e. have we started the recovery. Looking forward to the excellent cc summary from Jock. I think there are a lot of very good forward details in there. Jock, hope you add you personal comments like the last times, we'll compare notes as to our individual perceptions.
Q1 score card for semis:
+ve - MOT, ALTR, INTC, PMCS, STM, VLSI, TI, LSI
neutral - MU,
-ve - AMD
Issued projections on Q1:
+ve - TSM (and guess whom they make wafers for?)
neutral - IDTI
-ve -
patrick
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