As businesses assessed the damage and began digging out, the picture wasn't as gloomy as they might have feared - WSJ, on the tsunami that killed thousands
Then all of a sudden, we heard September, a big oopsie in the chips world, a 2Q slip. That was the story for about a week, late Q3. Soon after, a bunch more people said it was not late Q3, but early Q3, July or so to be exact. Moral of the story, it is looking an awful lot like a 1Q slip, and a mid-year launch. µ