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To: Les H who wrote (107019)	6/6/2001 6:10:58 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

Is it me, or does the headline here suggest there won't be a "second-half" story any more. Now it's a "Fourth quarter story" (Soon to be followed by a Y2002 story...) siliconinvestor.com

To: Les H who wrote (107019)	6/6/2001 6:32:34 PM
From: Les H	Respond to of 436258

Those Summer Lies. Tell me more. Tell me more... nypostonline.com

To: Les H who wrote (107019)	6/7/2001 11:34:47 AM
From: Earlie	Read Replies (2) \| Respond to of 436258

Les: A few simple questions come to mind for these cheap, chinzy cheerleaders: 1. Uh, guys, how about sharing with us a bit of the data that suggests to you that we get a big rebound in chip sales in 2002. PC sales are in the tank and they soak up most chips. Ditto cell phones and sales in this arena are sinking faster than the Titanic. Routers and servers are in huge surplus and selling "poorly" (I love understatement) Have the semi producers developed some means by which chips are rendered edible? 2. Fellows, your forecast last year is a real embarrassment as you missed by a mile. Tell us how the your forecasting process has been improved. 3. Guys, the semi insiders are massive sellers. What are we missing here? 4. How much did they add to your fees for putting out such baloney? 5. Any worries about "credibility" when you put out such unsupported nonsense? Hopefully someone in the press will see fit to ask these cretins some of these questions,..... but I won't hold my breath. (g) Best, Earlie

To: Les H who wrote (107019)	6/7/2001 11:55:00 AM
From: Alastair McIntosh	Respond to of 436258

Chip makers are reporting current production rates of 35 to 45 percent of capacity. If we assume the 20% growth rate to be correct the chip makers production rates will skyrocket to 42 to 54 percent of capacity. Does not appear to be all that rosy for the chip equipment makers as much of the equipment currently being installed is further increasing capacity.