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Wednesday, January 14, 2009

Heard at ISS

Demand is being destroyed on a very large scale.

The US Dollar- The best looking horse in the glue factory

This too shall pass.

When the bottom falls out, the impact can be both real and psychological...it can be both cyclical & generational...Do pre‐crisis assumptions still hold?

We are bullish on stocks... semicaps should lead recovery

Moore’s Law doesn’t apply in analog and it hasn’t hurt prosperity.

I am very optimistic about where we are going.

Things will get worse, could get a lot worse

Start each day with a smile and get it over with.

You can’t save your way out of a recession, you have to invest out of it.

The semiconductor suicide hot line is open.

Demand is only deferred, not destroyed.

Do not let a crisis go unused. This is our moment!
The economy accelerates trends.

Option #1: Wait around for the next “killer” app.
Option #2: Create the tools to enable innovation.
Real men build power plants
Favorite Slide:

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