Byron Walker
Byron Walker
current losses management setting stage
In our view, management was setting the stage for the possibility of losses in the current downturn.
conclude drop dynamics industry justify leads levels modeling order seen time
While we haven't seen valuations drop to levels to justify a 'valuation call,' our comprehensive modeling of industry dynamics leads us to conclude that the time is now for a 'fundamental call' on the order bottom.
bottom chip sector
We think the chip sector has bottomed and the chip-equipment sector will bottom this month.