Charlie Glavin Exposure Quotations

Channel checks reveal PC pricing pressures continue to ratchet up, with no indications of easing until mid-2001, ... We also believe that notebook demand, one of Intel's strongest drivers, has slowed, leaving Intel with less cushion relative to its overall exposure to the PC industry.

However, we believe a bright spot for (Silicon Image) was its exposure to the consumer Japanese market, which was a pocket of strength, and has provided some cushion to the overall softened demand.