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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Mark Fowler who wrote (1904)10/4/2000 6:06:51 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 57684
 
who is mu selling to since PC sales are dead? Pardon my cluelessness, I thought mu sold mostly to PC makers... they don't have anything that goes into the wireless devices do they?



To: Mark Fowler who wrote (1904)10/4/2000 6:26:22 PM
From: fedhead  Read Replies (1) | Respond to of 57684
 
But DELL warned so we don't know as yet. CSCO announced
record backlogs yesterday so CSCO has probably found a floor
here. Everyone is saying business is booming so earnings outlook will be great. The question is whether the market
has discounted earnings well into the future.

Thanks
Anindo