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Chip inventories are in a "transition period" but still remain a bit elevated, Bob Faulkner, author TheStreet.com Telecom Connection, told Aaron Task on Monday's Real Story podcast.
"As more [firms] work through inventories, they'll start talking about positive surprises and better orders."
Faulkner says we're at the leading edge of that cycle and believes Qualcomm (QCOM Quote) and Texas Instruments (TXN Quote), the "weapons suppliers," are best positioned to profit when the cycle turns. ...
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