Osha Quotes
When everybody found out he was available, it was like a kid in a candy store. We're lucky we got the candy first.
- Steve Mooshagian
What we will do is make a copy of that check and keep a separate tally of those checks and then turn those over to the Poshard Foundation and they have opened up a separate account and will make another copy of the check so we have a check and balance of who's giving. Every penny will be accounted for.
- Sara Bond
What we see happening is a bottoming to the rate of change in the semiconductor business, which has been negative and less capacity being added by the fourth quarter, which is also good. So, although companies themselves are still very conservative we think that the worst is past in terms of the downturn here.
- Joe Osha
We've seen investment in capacity go up quite a bit and we had a scare this summer with wireless. So you can make a case that the business is in trouble. We try to focus on slightly longer-term fundamentals. The relationship between spending and revenue in this business is still reasonable. Visibility is still good. Pricing is good. Let's not forget, wireless handset demand is growing 50 percent over year-on-year. So with stocks down a bit and the fundamentals still solid, we though it was time to declare the mid-cycle correction over.
- Joe Osha
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