Drew Peck Next Quotations
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Benefits Quotes
But both of those benefits are going to disappear by December and then January and February are going to be very, very tough. I don't have an issue for Intel's third quarter, which is mostly over. My concerns are mostly focused on the first quarter of next year -- that's when things are going to start getting derailed.
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Accurately Quotes
Optical networking is exploding, and the market will experience tremendous growth during the next decade. As we noted with Digital Subscriber Lines, few important technologies experience smooth and steady adoption cycles. Customers cannot accurately calculate the exact rate of adoption, and the inevitable result is inventory imbalances.