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To: Road Walker who wrote (170633)9/5/2002 5:37:48 PM
From: L. Adam Latham  Read Replies (1) | Respond to of 186894
 
John:

I'll try to provide a few notes, before I put my steak on the grill.

- GM 51% +/- few points, both Q3 and full year (good news).
- Business progressing consistent with prior outlooks (no negative news reported).
- Product mix not expected to change in Q3.
- Europe sales in expected range.
- Asia/Japan slightly below expected range.
- Flash expected to be flat Q3 vs. Q2 (this was expected).
- Manufacturing effeciency boosting margins.
- Wafer volume up vs. last quarter.
- September 1st price cuts are having positive effect on September sales.
- Comm sales flat.