Joe Osha Quotes
We think that the worst is past in terms of the downturn. 
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Worst | Terms | Downturn |
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While many of the stocks in this group are already down by 50 percent over the past several weeks, we believe that inventory concerns, coupled with telecom service-provider capital-spending concerns, will weigh on the group for the next one to two quarters. We note that the group in aggregate still has the highest valuations in the semiconductor business, even after the recent decline.
- Joe Osha
