Its seems the worst slump in recent business history is behind us now, and the we begin to see the start of a new upturn in the business cycle, ... We are encouraged by the improved performance in many of our businesses, especially in semiconductors and components.
Quotes about semiconductors (16 Quotes)
You have health care assets, and health care research, software, semiconductors and agriculture, ... Put it all together, stir in investment, and we can have a strong bioscience industry here. We don't have to be a big as San Diego or Boston to make a profound impact on the state.
The concerns that underpinned our mid-cycle correction thesis are beginning to dissipate, and semiconductor stocks globally are well below their March highs. We would advise investors to begin buying semiconductors more aggressively.
There is some evidence of inventory accumulation of semiconductors and finished electronic products during the first quarter of 2006. We expect the electronic industry supply chain will respond quickly as it did late in 2004 and that inventories will be in balance by the third quarter.
The techs on balance have put in a fairly decent performance, ... We're getting a sense that there's a bottoming going on in the semiconductors. Some of the bellwether companies like Cisco are talking about a better environment in the future.
I assume the rally in semiconductors is over and we'll see more weakness. This is (corporate earnings) pre-announcement season and this is kicking it off.
Digital imaging is as much about chemistry as it is about semiconductors.
The semiconductors are lifting on very dismal volume, with very few people acting before the anniversary. It's a continuation of yesterday, and clearly there is a little money going into semis, but it's going to be a long, long time before there is any real growth in the sector.
I think it's doing very well. I'm pleased to see the concentration on semiconductors. I think this will help.
All the action, in semiconductors at the present time is in the new consumer applications, and that's where we have focused our activities since we started doing our own products in the late '90s.
Semiconductors are an area that people saw as the premier growth area in the past. Anytime there's good news, people assume this is going to resume its growth and they rush back in. There's no fundamental pattern that would explain why they're up so much today.
If you think about what has really led the Nasdaq for the past six months, ... the answer has been exceptional growth rates. If you're a company with these phenomenal growth rates, your stock has gone to the moon if you actually make money, you've languished. That's been a reversal, and that is good for right now. So if you look at areas such as semiconductors, enterprise hardware, software and wireless I think these types of companies are all going to all deliver strong earnings.
It was not so very long ago that people thought that semiconductors were part-time orchestra leaders and microchips were very, very small snack foods.
This remarkable achievement overturns industry assumptions and has the potential to fundamentally change the way high performance semiconductors are designed, manufactured and deployed.
While information technology products will continue to be the largest market sectors for semiconductors, consumer products will be the major growth-drivers in the years ahead,
So I, I knew something in a business sense about semiconductors and I appreciated their possibilities.