Jaye Morency
Jaye Morency
chip companies consumer exposed pure spending
We will see a differentiation between chip companies that are exposed to pure IT spending and those exposed to consumer and analog. IT spending is not going to be a barn-burner.
change good learned rocky
Wendell understands it would not be a good idea to change this technological culture, but he's learned from the rocky times.
bring companies
Companies have to bring down their 2003 numbers. They're still too high.
address buying equipment healthy might pricing providers quite recovery service until
I don't really see a recovery in the service providers that would be doing the buying of telecom equipment for quite some time. They need to consolidate and address their pricing structure. They might not be healthy until 2004.