Forget, for a moment, that shares of tech stalwarts Apple and Google are trading as if investors are out of their minds. They may well be, but that doesn't mean the giddiness ought to extent to the rest of the tech world.
In fact, Citigroup semiconductor analyst Glen Yeung offered an outright buzz kill of a prediction about the third quarter in an interview broadcast on CNBC on Friday.
"We were looking into the supply chain over the course of August, and really everywhere you looked, PC data points are bad. What we're ultimately going to end … Read more