Yesterday, prior to the release of Micron’s earnings report (the stock is getting clobbered in the after hour session), semiconductor industry research house Semico was quoted in this article on the Electro IQ website:
Semiconductors Weak Through 2012, Semico Predicts
“Semico expects H2 2011 and early 2012 to bring a weak semiconductor market, as the Semico inflection [...]