Gerra thinks the industry is feeling the combined effects of Q1 inventory build and slowing end demand.

FORBES: Connect

Gerra thinks some analog companies are likely to implement expense controls as a result of the slowdown starting this quarter.

FORBES: Connect

Gerra writes that a key issue for SanDis is that NAND flash content in ultrabooks is tracking far below expectations, with an average of 32-40 GB, rather than initial speculation of 128-256 GB, as consumer opt for models with hybrid drives that still include spinning media rather than shunning traditional hard drives altogether.

FORBES: SanDisk: Baird Cuts Rating On Weakness In NAND Demand