William Trent_

Another Sign of Too Much Chip Inventory (QCOM, SLAB, TXN)

Agreed. However, I was making a (possibly unwarranted) logical leap that since both companies were delaying plans that it was market-related. Had it only been one company it could easily have been a technical challenge, and it could still be so with both companies facing the delay. I just consider that to be less likely.