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To: bananawind who wrote (30887)5/25/1999 11:42:00 AM
From: Peter J Hudson  Read Replies (2) | Respond to of 152472
 
Jim,

>>The 40 million ASIC's figure mentioned by Thornley was total units shipped to March 31,1999 (ie. since day one), not calendar or fiscal year.<<

I thought I heard Thornley say they expect to ship 40 million ASICs this year, 10 million to Korea. If they shipped 9 million last quarter, why would 40 million for the year be out of line? I would expect increased sales Q to Q, especially with a book to bill of 1.7. Does someone have a recording so we can verify what the CFO really said?

Pete