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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: gancho who wrote (4011)	8/3/2000 9:12:30 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

gancho, that is the CEO's unique gift, despite the fact that what he says is extremely optimistic, he "sounds" conservative. Mind you, 18 month ago, from a similar CC you would have had the impression that by the end of this year capacity would be at a billion (you can read FMK's numerous analysis of the CC demonstrating these numbers). Now it is down to $600/$700 MM (which I still view as very optimistic). I memory serve, the "sell rate : by next year should have been at $250 MM annually if you follow prior CC's, there was nothing that indicated this is still the case. In the last two CC laptops orders were imminent (or at least that was the implication from the description of his discussions with laptops producers), now these are less certain. The fact of the matter is that 18 months later, we are still at only $1 MM/month production, while the holy one is burning about $2.5 to $3 MM every month. You got to look at the actual facts as well as to the "forecasts" and the "hopes". Zeev