36 ordspråk av David Wu

David Wu

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Someone who doesn't know the industry would think that Microsoft is the worst thing since Attila the Hun.

Dell is going to open down significantly tomorrow, more than 10 percent,

The Advanced Micro Devices conference call after the market close (Wednesday) convinced us that the typically seasonally weak [first quarter] will be unusually strong this year.

taking advantage of stock weakness and stronger fundamentals.

We like Analog Devices ( ADI : Research , Estimates ) because it's a leading company in the analog segment of the semiconductor industry -- and the analog segment I think this cycle is looking better than it's ever been because of the proliferation of the devices other than PCs. So Analog is riding on that curve. They're the fastest-growing analog company in the last several quarters, and it also has better margin than it ever had in its history, as a public company.

Based on the latest pre-announcements from Gateway and Hewlett-Packard, the depth of the downturn in December 2000 was deeper than we would have thought, even after a downbeat field trip to Taiwan,

Fundamentally, this company depends on capital spending coming back, and I think IT spending will come back in the fourth quarter,

Intel does not want to be the company that calls the turn. Why stick your neck out if you don't have to? If you're right nobody will remember and if you're wrong people will ask a lot of questions.

The numbers were OK but nothing to jump up and down about.

Is the most dynamic phase of the semiconductor recovery behind you? Probably so. But does that mean the recovery is about to fall off a cliff? No,

People were anticipating the worst and the worst case news didn't come through.

The corporate PC upgrade cycle hasn't really started yet.

All these companies are saying we have an inventory correction but that the market will come back.

The facts are startling: in Germany, 36% of undergraduates receive their degrees in science and engineering. In China, the figure is 59%, and in Japan 66%. In the United States, the corresponding figure is 32%, ... It is clear we need to do all we can to attract more students to the sciences to remain competitive in the global economy. Such an effort must start in our elementary and secondary schools. National Chemistry Week provides our teachers with the tools and ideas to spark that interest.

Together, we will not fail Oregonians, ... Oregon will be prepared, and they will receive the competence and compassion from government they should expect.

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