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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (44347)3/22/2001 5:43:38 PM
From: Sam Citron  Read Replies (1) | Respond to of 70976
 
Sorry for the latency. I'm listening to the mu cc replay as I type. Indeed the inventory news sounds bullish. But I want to finish listening before I comment.



To: Ian@SI who wrote (44347)3/22/2001 6:06:20 PM
From: Sam Citron  Read Replies (1) | Respond to of 70976
 
Ian,

MU does indicate that it thinks PC supply chain has depleted their memory inventories. They also say that they have not throttled back production. However they have been changing their product mix. Poor visibility suggests end user demand still not robust. Took six months to get through PC memory inventory. May take another 6 months to get through communications IC inventory.

Now how about the BTB?

Sam


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