The supply situation will likely get worse in the first half, while demand looks sluggish at best, with large inventory levels in the supply chain.
More Quotes from Dan Niles:
Services are much more profitable than their core business.Dan Niles
It's a disaster. They told us three months ago that Y2K isn't going to have any effect on them at all. They miss this quarter, now they're saying the next quarter is going to be even worse and that the first quarter will have even more losses.
Dan Niles
The unit growth is not so strong as to offset the price declines they're seeing in their chips.
Dan Niles
Our biggest surprise and disappointment is that the company did not lower the fiscal year 2001 revenue guidance as well.
Dan Niles
Slightly, to my mind, implies 3- to 5-percent growth. I think most people were looking at the 7- to 8-percent range for the fourth quarter.
Dan Niles
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