We are in a pause. People are still trying to figure out where we are in this cycle.
This was a pretty good quarter but people may have set unrealistic expectations.
People are confusing some of the normal seasonal slowdown we get in June with being some type of secular change in the environment.
People are interested in hearing what back to school trends are occurring because that sets up the holiday season. Whatever Intel says is likely to have a big impact on the state of overall tech demand.