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.

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.

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

The ones that most rang true to us were in the area of how companies look to stability and certainty in regulation.