Usually the second quarter is typically a weak period [for the semiconductor sector], and I would expect to see a lot of the stock prices kind of trading sideways in the second quarter. Maybe we'll see a few of the bigger, maybe stronger cap companies moving up. But in general, the second quarter is typically weak.

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(Intel) may focus investor attention on the likelihood of a pickup in Q3 (the third quarter).

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I think among this group of chip companies there's a period of merger and acquisition activity coming up.

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We are ending what we think is the worst part of the cycle. The second half of the third quarter and fourth quarter will be better.

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