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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: AllansAlias who wrote (31025)	10/24/2000 11:42:31 PM
From: pater tenebrarum	Read Replies (1) \| Respond to of 436258

that is a bridge best crossed when we get there...by the time your target is reached it may well be that you consider the price still too excessive.

To: AllansAlias who wrote (31025)	10/25/2000 12:58:57 AM
From: Perspective	Respond to of 436258

Allan, A curious closing comment in the MXIM earnings release: biz.yahoo.com ...Mr. Gifford continued: ``First quarter bookings moderated to a level closer to but significantly above estimated end market consumption for our products. On a related subject, I am often asked about 'where the industry is in the cycle.' My answer is that companies like Maxim focus relatively little on short-term purchasing patterns affected by inventory accumulation or shortage (which can often contribute to the cause of the cycles in question), but much more on the correctness of our product market targeting and the long-term success of our products in these chosen growth product markets. These are the key factors that have determined our growth rates for the last 15 years and that will, I believe, determine them in the future. Although bookings may fluctuate in the short term due to ordering patterns, we believe that customer acceptance of Maxim products is strong, and our expectations for fiscal 2001 and our future growth remain unchanged.'' Mr. Gifford concluded: ``Recession, brought about by financial market contraction, inflation, or other factors, will obviously affect all our customers. Upon recovery, however, we believe that Maxim will sustain its focus and leading growth performance in the digital communication and microcontroller-driven analog markets where we are a leader today.'' Did he use the "R" word?!? <GGGGGGGGGGG> BC