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To: Shoibal Datta who wrote (129585)3/8/2001 8:32:43 PM
From: Jacob Snyder  Read Replies (2) | Respond to of 186894
 
Since demand has gotten markedly worse in the last 2 months, a second-half 2001 recovery means that demand has to rebound right now. A second-half recovery is what I mean by a "V-shaped" downturn. Are there any signs, any at all, that demand for chips has bottomed?



To: Shoibal Datta who wrote (129585)3/8/2001 8:53:49 PM
From: Tony Viola  Respond to of 186894
 
However management still sees a second half recovery.

Bryant was very careful on today's CC to say that they do expect the second half to be better than the first, but he pointed out how lousy the first half is going. Second half is always better because of back to school and Christmas buying. Not too much solace here.


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