SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?


To: orkrious who wrote (202338)11/5/2002 8:53:25 AM
From: orkrious  Read Replies (1) | Respond to of 436258
 
from RMpro

Bryan McCormick
CC- MOT

11/05/02 08:04 AM EST

Doug, this CC call on wireless drops suggests that the MOT cut in wafer starts at TSM is a good indicator of forward demand, as in a bunch less. Was the uptick in semi sales SIA reported just build in this area for inventory that we are now going to see corrected? That's a prospect.
Fair or not I would expect tech to take a crimping in general on this call.