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.

Drew Peck

Related Quotes

Intel's pre-announcement goes a long way to explaining softness in the DRAM market. PCs consume well over one-half of all DRAMs.

AnnouncementConsumeDram

Shorter-term investors should probably stick with names that can show some building momentum in [the first half of 2002].

BuildingFirstHalf

I think a lot of people were a bit nervous about this quarter and there might be a bit of a collective sigh of relief that they pulled it out and that should be viewed positively. The second half of the year is likely to be a whole lot better.

I don't think were anywhere close to the bottom.

Meanwhile, that's been in the midst of reasonably stable pricing in the processor business and I think that the stable pricing is about to come to an end. By the end of this year, we're going to see sharply eroding prices as we get into the first half of next year.