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To: Nick who wrote (109279)9/5/2000 10:07:26 AM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
It would be nice to see that Kumar report, as it sounds very negative. Correct if wrong, this is what I remember from CNBC:

- 3rd Q sequential PC growth rate slowing from 12% to less than 1/2 that rate

- Worldwide sales slowing except Japan

- 4th Q inventory overhang 2-3 million units

- 1 GHz yields less than 5%, said they had to throw the rest away (?????) in answer to a question

- GM trends reverse next year on P4 die size

- $9 Billion 3rd Q revenue in doubt unless a pick up in next three weeks

John