Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: chaz who wrote (6426)	9/15/1999 9:37:00 PM
From: slacker711	Read Replies (1) \| Respond to of 54805

-- Sulpizio said book-to-bill ratio on ASIC orders wouldn't be as strong this quarter as past 2 quarters, which were "phenomenal" I believe that this could simply be a function of seasonality. Approximately 40% of cell phone sales take place during the Christmas season....the ASIC's for these phones have been supplied prior to the beggining of the quarter to allow the phones to actually be on shelves. I think that this was apparent last year when the Q shipped 6m ASIC's during that quarter and there were 7m new subs. Slacker