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To: Neil Mintz who wrote (22013)4/25/2000 5:26:00 PM
From: jeff greene  Read Replies (2) | Respond to of 25814
 
Listening to cc...

-they just raised sequential quarterly semiconductor growth up from 6-8% to 8-10%.

-6-8 CDMA wins to be announced by year end.

-holding gross margin target at 48% by year end.

-April strongest month in company history (only first month of Q), and visibility now extends into Q3.

-Playstation impact in 2H

Edelstone and Niles seem very pleased...probably revisions coming.

Jeff