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To: Tony Viola who wrote (132855)4/18/2001 4:07:50 PM
From: Mephisto  Respond to of 186894
 
(What Intel did say is that they expected seasonal kinds of trends
for the rest of the year. That means the second quarter is kind of ho hum, but the second half is
looking strong.)

"the second half is looking strong"

Thanks very much, Tony!

Cheers and Go Go to Techs,

Mephisto



To: Tony Viola who wrote (132855)4/18/2001 4:11:27 PM
From: sea_biscuit  Read Replies (2) | Respond to of 186894
 
Tony,

I stumbled upon your post as I was surfing. Nice to see you around. Wish you the very best. You are an asset to any thread -- be it Intel or LSI.

Best,

Dipy.



To: Tony Viola who wrote (132855)4/18/2001 7:31:04 PM
From: Gottfried  Read Replies (1) | Respond to of 186894
 
Tony, >Another key item was that Intel said they saw a definite pickup in March in their microprocessor and related products<

Do you know if that was orders or billings? Overall ww semiconductor billings always pick up noticeably in the last month of the quarter. Data on request.

Gottfried


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