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Analyst: Street is too bearish on IC climate

8/25/2010 09:49 PM EDT
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garydpdx
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re: Analyst: Street is too bearish on IC climate
garydpdx   8/26/2010 1:46:30 PM
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I think that we got into this situation from a demand spike at the start of the global recovery (led by Asia) which some people took to be the 'new normal'. The spike was sustained as recovery came to Europe and North America. Things are just settling down, no need to panic.

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