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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (46155)	1/10/2002 5:42:47 PM
From: Sully-	Read Replies (1) \| Respond to of 65232

Micron says PC makers now see flat Q1 shipments NEW YORK, Jan 10 (Reuters) - Personal computer makers now expect unit shipments for the first quarter to be about even with the fourth quarter compared with previous expectations for a 10 percent quarterly decline, a spokesman for semiconductor maker Micron Technology (NYSE:MU - news) said on Thursday. Kipp Bedard, who was speaking to investors at the Needham Growth Conference in New York, said that in December PC makers told Micron they expected shipments to decline about 10 percent in the first quarter from the fourth quarter. PC makers update Micron, which supplies them with the memory chips that are used in many PCs, on unit forecasts throughout the year, Bedard said. The fourth quarter is typically the strongest in the PC industry, followed by a weaker first and second quarters. PC makers have indicated that the fourth quarter of 2001 was stronger than they expected due to holiday buying by consumers in particular. Compaq Computer Corp. (NYSE:CPQ - news), for instance, said earlier this week that it expected to post a profit, instead of a loss, on higher fourth-quarter revenues. In 2000, fourth-quarter demand failed to appear, and the PC industry fell into a slump from which it failed to recover in 2001. Declining demand for PCs further exacerbated weak demand for chips, which were already suffering from a fall-off in another major end market, telecommunications. The PC ma Je??? they were still seeing strong demand in the consumer market and a few said there was also some corporate de Di???ng to Bedard. Micron, which makes the most popular type of computer memory, called dynamic random access memory, or DRAM, is in the midst of negotiss Du Du biz.yahoo.com