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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Suresh who wrote (24781)	1/11/2000 12:02:00 AM
From: Johnny Canuck	Read Replies (2) \| Respond to of 68046

Suresh, I can try to find out. It would depend on the division though and it can change from Q to Q depending on the supply contracts negotiated as far as I know. PWAV and RFMD are two. ********************** ********************** Dueling view of chip demand later this year. biz.yahoo.com 'Unless there is some big inventory overhang, that is a pretty conservative forecast,'' Bill McClean, president of IC Insights, told the conference. He said that there has been some buildup of inventories in selective areas, mostly in the areas of analog chips and programmable logic devices, but the companies using these chips, such as cell phone makers will burn through their excess inventories this quarter. But another market researcher, Advanced Forecasting Inc., put a wet blanket on the rosy predictions, saying that there is an 80 percent chance that another industry recession is just around the corner. ''I'm not going to deliver good news,'' said Moshe Handelsman, president of Advanced Forecasting, based in Cupertino, Calif., saying that in the second half of 2000, there is an 80 percent chance of another slowdown. Handelsman declined to divulge the specific factors fueling his predictions, citing proprietary methods, but he did note that the industry is ''overheating again'' much as it did in 1995 before the last recession, which started in 1996. ''This industry is notorious for double bookings and not penalizing,'' Handelsman said, referring to a widespread industry practice. Last month, analysts said they were afraid that companies who use semiconductors in their products were double or even triple ordering chips, as they stocked up ahead of Y2K, and now some are caught with excess inventories.