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To: Jacob Snyder who wrote (129588)3/8/2001 8:37:00 PM
From: Shoibal Datta  Read Replies (3) | Respond to of 186894
 
Jacob, management is sending out conflicting signals. However, Maloney's statement today that they expect a seasonal second half recovery is predicated upon "assuming economic conditions don't worsen". My guess is that nobody knows. Which means that the current optimism is premature, IMO.

Still bullish, but not rabidly.



To: Jacob Snyder who wrote (129588)3/8/2001 9:08:40 PM
From: Bipin Prasad  Respond to of 186894
 
If it's second half, he meant jun, july, aug sales which will report in Sep. Don't you think? That's the time OEMs will need chips for back to school/ xmas shelf at retails from Sep on.


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