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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?


To: 2MAR$ who wrote (13443)9/4/2001 8:44:59 AM
From: canmar  Respond to of 208838
 
08:30 ET SIA Data : The Semiconductor Industry Association (SIA) announced that 3-month rolling average billings for July fell 37.2% yr/yr vs a 30.9% yr/yr decrease in June... Merrill Lynch says that the sustainability of any recovery is still hard to read; firm still unable to find any evidence of improvement in end demand from the wireless, wireline and PC end markets.



To: 2MAR$ who wrote (13443)9/4/2001 8:51:29 AM
From: Jerry Olson  Read Replies (1) | Respond to of 208838
 
Yeah i agree...no visibility and NO ORDERS??? Q4 maybe worse than predicted...

just wrote about this...