Andy Bryant Seeing Quotations

What we're seeing now doesn't happen every winter, but it certainly is not out of the normal realm of occurrences. The last few winters have been fairly quiet.

We're just not seeing the demand pickup we'd like to see, and we hit a wall on some of the cost savings we were driving for.

What you're seeing is a little bit of an economic stall, maybe in the fourth quarter and the first quarter.

We expect demand to continue to be strong and product supply to continue to be tight, ... We're still chasing capacity at this point in time. We're seeing strong demand for flash, networking and microprocessors, and I don't see when that gets into equilibrium.

I'm not seeing any big break. There are no indications of any major change from what we have been seeing.