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To: Wizard who wrote (2007)10/9/2000 3:12:07 PM
From: 16yearcycle  Read Replies (1) | Respond to of 57684
 
"Handset growth has clearly moderated so there is going to be a lot of fallout in the wireless sector (with some notable exceptions)."

The fallout from weaker than expected wirless sales has been occurring for months already and has effected the entire tech area, particularly hammering the semi's.Things like sawtek, rfmd, lsi, and kopn have been destroyed already. I doubt it get worse. I do agree with the rest of your post.



To: Wizard who wrote (2007)10/9/2000 9:39:02 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
>>I am chock-full loaded in CMRC/ARBA/ITWO at this point.

A very good place to be, IMO.