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Re: Ideal_Inv post# 137821

Thursday, 10/30/2014 11:43:49 PM

Thursday, October 30, 2014 11:43:49 PM

Post# of 151628
ON Semiconductor CEO debunks Intersil

http://seekingalpha.com/article/2621635-on-semiconductors-onnn-ceo-keith-jackson-on-q3-2014-results-earnings-call-transcript?part=single


Vivek Arya - BofA Merrill Lynch, Research Division
Got it. And you mentioned that computing could be down in Q4 due to normal seasonality. Are you seeing any weakness beyond normal seasonality in PCs? Because a different vendor was implying big order cards and excess inventory of components prior to PCs and I was curious what you are seeing.

Keith D. Jackson - Chief Executive Officer
We saw their comments. We think the market is extremely normal in seasonality and will be down in the very low single digits quarter-on-quarter.

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