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To: Jerome who wrote (1837)1/18/2002 11:25:40 AM
From: Ausdauer  Read Replies (1) | Respond to of 1881
 
Jerome,

I am concerned because it would seem that the PC market did well last quarter and PC Bios is a part of SSTI's business. Also, consumer electronics, in particular digital devices, did quite well according to electronics retailers.

Also, I think the inventory write down is a concern given inventory levels over the last 2 quarters. It will be interesting to see how much inventory is left after Q4.

Aus