“U.S. semiconductor companies have over 70 percent of their manufacturing capacity in the United States, while less than a third of our markets are here.”
“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.”
“Strong holiday season sales of consumer products such as cell phones, digital cameras, and MP3 players drove record sales of semiconductors in November.”
“Although business investment has yet to pick up, consumer confidence and inventory replenishing continue to rise, driving the early stages of the overall recovery,”
“Semiconductor sales in April are continuing the steady growth exhibited in the first quarter of this year, another sign that the industry is rebounding from 2001,”
“The tragic events of September 11 may slightly dampen sales for the month of September due to short-term logistical issues; however, we are still confident that we will see sequential quarterly growth commencing in the December quarter,”
“The worldwide market for semiconductors in 2001 is expected to decline 31 percent due to excessive inventories and price pressure on a wide range of products, ... However, recent data indicates inventory is now largely in balance and prices are rebounding in some product categories.”
