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To: Jacques Newey who wrote (129641)3/9/2001 1:37:16 AM
From: Amy J  Respond to of 186894
 
Jacques/Gottfried

Looks like that would yield 13B WW.

18 - (4/14) * 18 = 13B

Gottfried, thank you for the chart.

Regards,
Amy J



To: Jacques Newey who wrote (129641)3/9/2001 10:48:13 AM
From: Gottfried  Read Replies (1) | Respond to of 186894
 
Jacques, I'm no more expert than you are on semiconductor cycles. Just comparing to past cycles I would expect another few months of declining shipments. In the past whenever people expected it to be "different this time", it wasn't. At least that's the way to bet.

Gottfried


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