"I agree, mostly. The chip cycle won't stop until there's a recession."Or more directly inventory starts to back up or orders slowed. A recession is more of a top level cause/effect (and hard to define or pin down given varying opinions). Still feels like one hell of a recession in my world....is it getting better? Well only becuase, to steal a partial book's title, been down so long it looks like up (barely).B
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