Communications equipment makers were by far the worst. The semiconductor guys were horrible, and hardware makers had a tough time. But software earnings were only down modestly. The software business will do reasonably well even in a lousy environment.

Chuck Hill

Communications Equipment Far Guys Hardware Horrible Makers Semiconductor Time Tough Worst

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The pace of both the recovery in the semiconductor equipment industry and the crossover to 300-millimeter tool sets required us to restructure the company in the third quarter.

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I do think, though, longer term the semiconductor area, both equipment makers and the chip producers, is probably the best area to be in this market looking forward.

— Terence Gabriel

I do think, though, longer term the semiconductor area, both equipment makers and the chip producers, is probably the best area to be in this market looking forward,

It's a tough row to hoe, but I wouldn't want to do it with any other bunch of guys.

— Chuck Evans