Gary Grandbois
Gary Grandbois
appears both bottom debated downside extended growth market moderate period represent returns silicon time whether year
It had been debated for some time whether 2005 or 2006 would be the bottom year in the downside of the silicon cycle; in fact, it appears that both 2005 and 2006 will represent an extended two-year period of moderate growth before the market returns to double-digit growth in 2007.
energy growth looking pcs thinking
PCs have a lifespan and energy that we keep thinking is going to weaken, but it doesn't. We are still looking at double-digit growth in PCs.
along believe bounce difficulty growth half itself reveal second start strongly
We believe the up-cycle is coming. The difficulty is determining how long we are going to bounce along the bottom. We believe the upturn will start in the second half of 2006 and will reveal itself more strongly in 2007. There won't be strong growth in 2006.