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To: tejek who wrote (53448)8/31/2001 4:17:57 PM
From: AK2004Read Replies (1) | Respond to of 275872
 
Ted
I have posted yesterday an extreme view that all gains are from market share gains and market is still shrinking. p4 demand increase is also comes at the expense of PIII demand decrease as well. There are more than one way to interpret the data.I consider SSB as responsible as well but that does not mean that they are not biased. If you are looking for signs long enough you are bound to find them.
OTOH it would be nice if we bottom out next quarter. I do not know how much more bleeding I can take <gggg>
Regards
-Albert