Drew Peck Strong Quotations

But ironically, this is going to turn the shortage into a surplus in a very short period of time. This problem has also been masked by seasonal demand for processors, which is very strong at this time of the year.

For the last three quarters, the whole industry has been on fire. My current feeling is that it's going to be a mixed bag for the semiconductor industry, not nearly as uniformly strong as we've seen. That is the beginning of a general deceleration in the industry, but that deceleration is going to be very sector specific.