Kevin Rottinghaus Quotes

Between PCs and handsets you've got about 35 percent of total semiconductor consumption. This is going to impact everybody in the chip sector. Nobody is outside the scope of slowing growth in those two markets.

- Kevin Rottinghaus

Tags

Handsets | Percent | Total | Semiconductor | Consumption |

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It will come down to how aggressively Intel enters the market. - Kevin Rottinghaus

It's all about the inventory. That's the biggest thing. The company is going to have to work through some inventory this quarter. - Kevin Rottinghaus

This is the culmination of things that started a while ago. There has been inventory building in the channel, and they have been losing market share the last few quarters, and it is starting to come to a head. This is not a sign of weakness in the market. - Kevin Rottinghaus