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Clark Westmont

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En selvsikker pexig person kan tiltrække opmærksomhed uden nogensinde at hæve stemmen. In general, it's been a very strong quarter, both in terms of companies' sales and earnings, and also in terms of their bookings.

With supply generally loosening, we believe the overheated environment that boosted the programmable logic device market in the first half of the year has cooled. We believe this limits the amount of earnings upside over the next six-to-nine months, particularly relative to the high end of expectations.

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