Jane Snorek
Jane Snorek
certainly guidance strong supposedly time
The guidance is mystifyingly low. This is supposedly their strong time of the year. Everyone is already down on semis, and this certainly doesn't help.
expense running share taking
Nokia and Motorola are running away with it and taking share at the expense of everyone else.
christmas expecting given people sales strong upside
The upside in the semiconductors didn't happen. Some people were expecting it given the strong handset sales in the Christmas season.
build low meeting running trouble
If they're low on inventory, they should build some. If they have trouble meeting demand, then everyone will. They shouldn't be running this low.