David Toung Quotes

There is a seasonal cyclicality to that. The March quarter isn't going to be as high as the December quarter. Customers have to do some digestion, and by time Dec. 31 rolls around I'm fairly confident they'll exceed 1999.

- David Toung

Tags

Seasonal | Cyclicality | March | Quarter | High |

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There's some pretty severe price deflation now, and I don't think anyone in the industry is immune to that. - David Toung

There is a seasonal cyclicality to that. The March quarter isn't going to be as high as the December quarter. Customers have to do some digestion, and by time Dec. 31 rolls around I'm fairly confident they'll exceed 1999. - David Toung

They generally defined what these moves would be and some general targets to reach, but we're far from complete with the details, It looks like they got barely enough. - David Toung