A Season of Excuses and a Major Divergence in the Semi Space
CNBC's "Fast Money"
00:00
Do You Think We're Going to Have a Chip Shortage?
I think we're ong to have a choppy october seasonality. We've seen that before, seen it as long as i've been in the business. I don't think this market is very well positioned for what is shaping up to be a more challenging earning season. The back track tecticals. If people wanted us to sell from the all time hies off ten % to feel good about an entry level, that's where we get into buying point.
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