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To: marginmike who wrote (105762)10/2/2001 3:31:27 PM
From: cfoe  Read Replies (1) | Respond to of 152472
 
...hearing hedge fundsselling on anticipation that chip sales for next quarter will be guided to low end.

Am I correct that by "next quarter" you mean the quarter we just entered on Monday? If so, I do not remember seeing any guidance. Do you know what it was?

I do remember that one analyst recently said that KDDI delay in 1X system to April 1, 2002 will mean lower chip sales than the 16 million they had been estimating.

Could this be related to what you are hearing?



To: marginmike who wrote (105762)10/25/2001 6:24:21 PM
From: qwave  Read Replies (1) | Respond to of 152472
 
MM, still sure about that hedge fund you put your faith in just a few weeks ago? Got a bunch of people all in a tizzy.

Message 16444467

Message 16447791

Message 16456912

And you say Nextel wasn't the issue. We will see about that.

Message 16457252


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