John Pitzer
John Pitzer
asian believe buck company continue difficult gain half industry introduce market products share spending trends
We believe the company will find it more difficult to continue to buck industry trends and gain market share as competitors introduce new products and Asian spending trends become flattish in the first half of 2001.
april capital current estimate growth inventory length lowering percent perhaps view worried
We become more worried about growth in the April quarter. We have perhaps a more bearish view than most on the length of the current inventory correction. We are lowering our 2001 capital growth estimate from 10-15 percent to 0-5 percent.