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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (38717)	1/6/2003 5:55:00 PM
From: Johnny Canuck	Respond to of 69974

Tim, I finally heard the SLR earnings CC last night. Stronger PC segment sales due to PC boards for storage. No idea who the customer was. Networking down dramatically due to missed launch of 2 products. Not seeing loss of market share or anything unusally in sector beyond depressed demand. Looks in EXTR confirmed that today. Telecom spending down. Mobile wireless strong. Up 14 percent Q-Q due to 2 customer products. Wirless infrastructure slightly weaker in Q than wireline. This is a surprise to me as wireline has been considered weaker overall. Customer specific???? 10 percent customers HPQ and NT. Next Q. Weaker rev due to sesonality. GM up though due to cost reduction and mix. No larger new product launches to dramatically increase rev rest of year as of this Q. Management did not sound optimistic of new opportunity either. Still seeing smaller opportunities (less than 100 mil) to gain outsourcing business.