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To: patron_anejo_por_favor who wrote (142348)1/8/2002 4:57:26 PM
From: ild  Read Replies (1) | Respond to of 436258
 
Who is buying semiconductors? PC sales are flat at the best, same with communications, auto, cell phones.

<<<16:36 ET Cisco Systems (CSCO) 20.95 +0.42: -- Update -- Chambers did suggest that CEO optimism about an economic recovery has grown since Sept. 11 but stresses that general visibility remains limited; in case of CSCO, visibility limited to a couple of months out, but thinks most of its customers have run rates about where they want them now... overall, no one knows for sure whether economic recovery is one qtr. away or four qtrs. away; accordingly, Chambers is planning conservatively and reacting appropriately... presentation just concluded... CSCO -0.26 at 20.69>>>