If inventory continues to build going out a few quarters and companies that are planning for better demand don't get it, then that would be a concern.
More Quotes from Michael Cohen:
People responded to Sandy. At public hearings, which can be so contentious, people would listen to Sandy's presentation and stand up and cheer.Michael Cohen
I think it's a natural pullback for the amount that we've risen in a short period of time, ... We were getting a little overextended.
Michael Cohen
While the numbers seem conservative, I wouldn't rule out Qualcomm raising them later in the year. As a matter of fact, I almost expect it.
Michael Cohen
I believe that this is, frankly, a fairly desperate attempt on his part to distract attention from what apparently is a fairly serious whistle-blower allegation,
Michael Cohen
AMD is not just being an Intel clone but an actual chip leader, ... This is the most competitive that AMD has ever been.
Michael Cohen
Servers are something we will need more and more, ... The Internet is spreading around the globe, I see we're still in the middle of the technology revolution.
Michael Cohen
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