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To: Jim McMannis who wrote (54183)	9/7/2001 11:01:58 PM
From: wanna_bmw	Respond to of 275872

Jim, Re: "What I'm saying that things will likely get worse before the get better. Any report saying "all is well" or "we think the bottom is in" is very suspect. If any Analysts actually believe any of these candy coated statements it's because it's what they want to hear or they want to get out." There is a difference between expecting all to be well, and assuming we've hit a bottom. If all were well, the economy would be recovering, and demand would be returning to levels seen in previous years. I don't think that is so, and neither do the analysts. However, when they say things have hit a "bottom", it simply means that year on year percentages won't be any worse than they already have been. Intel expects "seasonal" patterns, and there is no reason to believe it will be worse than that. Of course, seasonal only means that if last year had a 10% increase in demand from Q2 to Q3, then this year will have a similar increase. It's not because things have improved or that things will be good from now on, but simply that Q3 is normally better than Q2. I've probably oversimplified, but I think you'll get the idea. wanna_bmw