He is even going to be better when he is at 100 percent. As long as he said he was feeling good, he was going to play. |
In our view, management was setting the stage for the possibility of losses in the current downturn. |
It's frustrating to see a player as talented as Andy get overlooked by these schools. What really confuses me is when they ask my opinion and I tell them about his ability, they appear not to comprehend a word I'm saying. |
The game swung on turnovers. We had more positives out of our turnovers than they did and that was the difference in the game. |
We think the chip sector has bottomed and the chip-equipment sector will bottom this month. |
While we haven't seen valuations drop to levels to justify a 'valuation call,' our comprehensive modeling of industry dynamics leads us to conclude that the time is now for a 'fundamental call' on the order bottom. |