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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Uncle Frank who wrote (6424)9/15/1999 9:31:00 PM
From: chaz  Read Replies (1) | Respond to of 54805
 
UF:

Nice summary from idler...thanks for letting us see it.

Now, in case any of us are wondering where the next "Q-crisis" will come from, here it is:

-- he doesn't expect to see degradation in margins this quarter, but could happen next quarter
-- Sulpizio said book-to-bill ratio on ASIC orders wouldn't be as strong this quarter as past 2 quarters, which were "phenomenal"