Christopher Chaney
Christopher Chaney
activity among chip coming companies group merger period
I think among this group of chip companies there's a period of merger and acquisition activity coming up.
although begins happened mentality money people seen sell signs slowing talks using warning whenever worse
What's happened is you have people who have made a lot of money in this sector. Although we've not specifically seen any real signs of slowing yet, we do think that could happen in the future. Whenever someone talks about it and begins to give warning signs about it, people will say that we're at the peak, things can only get worse from here and I will sell my stocks. And that is the mentality that people are using right now.
closer gains great growth half known next past point rate revenue sector start terms year
This year is going to be a great year for the semiconductor sector in terms of revenue growth. And we think that next year is going to be good, but the revenue growth rate is going so slow. I think we've known that for well over a year. And it's just that we're getting closer to that point so at what point do you start to let go of some of the gains that you've had over the past year and a half or two years?