Came across this interesting blog post about the semi industry in 2007
“… we are headed for a downturn, but it will be next year, rather than this year. And he says the decline, when it comes, will be milder than the last one, thanks in part to the semiconductor industry’s conservative approach in recent years to adding new capacity.”
Here is the link to the post… interesting stuff, i may disagree w/him regarding wireless semis (ie QCOM, BRCM and the like), but do argree regarding INTC and AMD (PC centric Semis).
