Oh okay, I thought he meant Cisco warned going forward?
If not, so you're saying it appears there was a dip in late June that has recently reversed itself a month later?
Strange industry.....maybe the BP oil spill scared everybody and it appearing to be solved has chilled people out.
Or maybe, and I'm guessing more likely, the demand in Q2 prior to late June was unusually high because they were making up for lost depleted inventories ONTOP of increasing demand so while the demand has been steadily increasing the whole time the inventory depletion had been made up for by late June.
Perhaps. Or perhaps they're now getting ready for the Xmas season because everybody is going to want an IPAD, Iphone, and 40,000 other gadgets that require chips for Xmas because if this shit is selling NOW while everybody is in a panic, they'll certainly be in demand for Xmas.
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