3 Quotes by Byron Walker

  • Author Byron Walker
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    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.

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  • Author Byron Walker
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    We think the chip sector has bottomed and the chip-equipment sector will bottom this month.

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  • Author Byron Walker
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    In our view, management was setting the stage for the possibility of losses in the current downturn.

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