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To: Snowshoe who wrote (9979)2/22/2002 1:21:37 AM
From: Peter Church  Respond to of 10309
 
Listening to the conference call gives a refreshing picture into the state of the electronics industry.

Market segments:

---Telecom down and not stabilized
---consumer down
---auto promises growth but it is slow to get started
---aerospace/military looks like the best growth
---industrial tools looks steady

Interesting question about runtimes: Higher volume projects have the most problems with runtimes. But these are not very sophisticated projects. They are generally done in-house. Why are the larger projects not among the most sophisticated?

Short term looks pretty bleak.