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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (131303)	2/1/2001 10:42:42 PM
From: tejek	Respond to of 1583507

On the other hand, NSM just warned, and they said that the calendar Q1 will be slow because of the inventory correction after Q4, but also because of slow demand in the PC sector. Joe, Yes, and the warning was on sales and not earnings. This slowdown seems to be effecting most the companies that don't have great margins like NSM, or have had some execution problems like Intel this past year. But some companies are still doing fairly well like JNPR and ELNT and ISSI, even when others in their sector are hurting. ted