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04/14/03 5:18 PM

#97404 RE: mlsoft #97402

The cc is dismal,Qers not entirely buying the SARS crutch,though.They are asking about across the board orders down not just Asia region related,fwiw.

TJ Parker

04/14/03 5:29 PM

#97409 RE: mlsoft #97402

"Expect the same out of KLAC, TER, and INTC - ok earnings, lowered guidance. Probably the rest of the chips also."

yeah but isn't one of these responsible for the quarterly "scraping along the bottom" comment? whose turn is it this quarter?