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Friday, 03/26/2004 8:33:20 AM

Friday, March 26, 2004 8:33:20 AM

Post# of 97586
Better then seasonal Q1 Revenue


Silicon strategies has a article three days ago which predicts the following

"Our macro outlook calls for (around) 30 percent y/y revenue growth in 2004, followed by (around) 20% y/y growth in 2005," he said. "Our model is predicated on better-than-seasonal revenues for 1Q04: we are looking for up 2.5 percent q/q from 4Q, which will be modulated by Intel's weakness but also helped by strength from the likes of Texas Instruments and Taiwan Semiconductor," he said.

http://www.siliconstrategies.com/markets/showArticle.jhtml?articleId=18400797&kc=4926
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