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To: semiconeng who wrote (162960)3/26/2002 9:47:53 AM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Inside the durable goods numbers, semi's were not good. Available in PDF and Excel format:

census.gov

John



To: semiconeng who wrote (162960)3/26/2002 10:51:55 AM
From: Dave  Respond to of 186894
 
semi,

Thanks for the clarification. That makes more sense. Can I make the waters more murkier?

What you say regarding distributors makes sense, I "assume" that various Tier 1s do not buy from distributors but from the source. Since not all Tier 1 vendors have a JIT inventory system, do you think market share numbers include shipments of uPs to Tier 1s?


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