As expected, the semiconductor industry should close out 2002 with modest but sustained overall growth,
More Quotes from George Scalise:
We are hopeful that a systematic collection of the penalties meted out for IP violations will pressure those regions within China where the penalties are insufficient to deter counterfeiting.George Scalise
All in all, we're very well aligned with what the president laid out in his State of the Union address the other night.
George Scalise
Strong competition contributed to declining prices for semiconductors, which resulted in nominal growth on higher unit sales in July,
George Scalise
As far as the biggest surprise goes, it would have to be that the increase in energy costs did not impact demand at all, ... When we put our forecast together a year ago. we were quite conservative and expected demand to be flat.
George Scalise
Companies may do really well, and compensate fairly, and end up with a loss (because of option costs). Whether or not that's going to (hurt them) remains to be seen.
George Scalise
The industry is currently experiencing lower sales due to an inventory overhang and deceleration in the end-equipment markets. Current forecasts suggest the inventory adjustment will be completed by the end of the third quarter, and end-market product demand will improve later in the year.
George Scalise
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