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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (5704)	6/7/1998 2:00:00 PM
From: JoeinIowa	Read Replies (1) \| Respond to of 29382

Sergio, I guess I did not catch your point in your post. My point was that sales are no longer growing at a 50% clip and earnings were down relative to last quarter. This is usually the point that most semi companies start to struggle. If the pipeline is full of new products then they should be okay. The problem being since they are fabless they are at the mercy of Mitsubishi or Toshiba on the technology used(microns) for their chips. This is another cost driver in todays world. Joe