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To: Earlie who wrote (73533)3/1/2001 7:33:13 AM
From: Step1  Read Replies (3) | Respond to of 436258
 
Earlie , i dont contribute very often here but i thought i would report what i was told tonight. Wont be news to most but still it might make the picture clearer for some. An engineer in product dev at a company where i work twice a week, a large electronic parts maker in Japan, told me tonight that there sales in Feb were 40% of what they were on average last year (monthly average). There is just no new business and lots of cancellations. He also said their orders in the US were still dropping. I know you have been advocating this for a long time (remember your call on INTC last year in August) so it wont be news to you.

Just thought i would throw in my share.

sg