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To: gnuman who wrote (42562)5/19/2000 2:53:00 PM
From: jim kelley  Read Replies (1) | Respond to of 93625
 
GP,

I think going back to last years forecast is not kosher in view of the delays caused by the 820. Also, it is not instructive. A forecast is just that a forecast. I am sure their forecast did not anticipate Caminogate.

I am trying to reconcile the other reports to obtain a better chip production estimate for Q1 and Q2. The BS level can now be measured in astronomical units. More later....