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To: Jack of All Trades who wrote (245168)6/11/2003 5:59:51 PM
From: Earlie  Read Replies (3) | Respond to of 436258
 
Jack:

I agree completely. Inventories in semi land are "off-the-graph" and I simply can't see where they can get find end products in sufficient numbers to provide homes for them. What we need is a method to make those chips edible. (g)

Best, Earlie



To: Jack of All Trades who wrote (245168)6/11/2003 6:11:08 PM
From: patron_anejo_por_favor  Respond to of 436258
 
Seems to me the problem is still w/end user demand. PC sales haven't been roaring, and Motorola warned, Nokia guided lower. Lots of kool-aid being drunk about the nature of the "recovery"....looks to me like any recovery seen is gonna be shorter and less durable than Robert Downey, Jr's last stint outta rehab!


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