I think in general, all of us are somewhat disappointed in the second half of this calendar year in terms of the semiconductor opportunity.

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The same applies in the display area. The ingredients for growth are there. Those portions of the marketplace will continue to do well.

170

We're looking at the holiday selling season this year with some concern.

150

The mobile-phone marketplace for semiconductor products is one of the best opportunities out there today. It's not suffering from the same malaise as the PC market.

100