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To: Earlie who wrote (249701)7/12/2003 10:31:00 AM
From: ild  Read Replies (1) | Respond to of 436258
 
Earlie, thanx for sharing with us the results of your research.

Don't you think that US market is playing smaller and smaller role in accessing the health of PCs and cell phones global sales? IMO China, India, Russia are the forces that determine the new demand.



To: Earlie who wrote (249701)7/12/2003 10:20:03 PM
From: Justa Werkenstiff  Read Replies (1) | Respond to of 436258
 
Earlie: Appreciate your insights. So does the rubber meet the road this coming week as the reality of the second half recovery scenario unravels? Any insight on how it unfolds?



To: Earlie who wrote (249701)7/14/2003 11:31:51 AM
From: JRI  Respond to of 436258
 
Uncle- Can you give an(y) insights into the argument that due to strong balance sheets (a lot of cash on hand to allow companies to run cash-flow negative, even heavy so), many tech segments are just not forced to re-structure/consolidate..therefore, large capacity stays on-line..therefore continued supply glut, and pricing/profit problems..

Got any specific (segment) thoughts on that? tia


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