40 ordspråk av Eric Ross
Eric Ross
 AMD must be gaining share. PC demand is strong, even if Intel isn't. |
| Does the drop in Intel's stock worry me? No. It's an indication that people made money in Intel and are trying to lock in their gains. |
| Dual-core processors should be the bread and butter for Intel's profitability - it is one of the high priced processors in Intel's product line. Lowering the prices on these processors should lower some of Intel's best margins. |
| Flash and processors are more viable as separate companies, |
| Guidance was disappointing. Inventories and chipset shortages are still issues. |
| HP's best business is printing and imaging and the company diluted that by buying Compaq, |
| I think this is the start of a sustainable rally. Fundamentals appear to be good and end-market demand is good. Average selling prices for chips are holding up. |
| If I'm one of the investors that got in early, I'm going to take some off the table, ... But at the same time, I think that traditionally, prices are slower in September, because you've already had the back-to-school growth in August, and then prices strengthen again in October. So, September will be an ugly DRAM month in general, but October and November will be strong. |
| If Intel is seeing some problems, and it's not all market-share problems, that's got to affect the rest of the semiconductor industry. We heard there are inventories of PCs out there as well. |
| In 2000 flash was a huge contributor to AMD's earnings, ... In 2003 it was a contributor as well, but if pricing continues, it will be a drag for the company, and there are no natural buyers of the AMD flash business. |
| Intel has been struggling to find a way out of PCs for the last six or seven years. I never dreamed they'd drop 'Intel Inside.' Their marketing has been exceptionally successful. |
| Intel's costs are largely fixed, and we believe pricing cuts will eat away at margins. |
| Inventories were getting burned down heavily in January and February and that should continue into March. Chip shipments should be reflecting true demand in the second quarter. |
| It sounds like it is a new company that is going to do other things, but the first and largest customer is Apple, and it is likely to be the largest customer for a while. |
| Maybe you can make another 50 percent from here, but people are skittish, ... The problem in this market is that everyone's looking for the momentum play. Any sort of fear that a company isn't going to be able to sustain a momentum ends up a reason to dump shares. |
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varav 1407627 på engelska
Gezegde (1469544 st) Zoek
Categoriën (2627 st) Zoek
Auteurs (167535 st) Zoek
Afbeeldingen (4592 st)
Geboren (10495 st)
Gestorven (3318 st)
Datums (9517 st)
Landen (5315 st)
Idiom (4438 st)
Lengths
Toplists (6 st)
Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.
Barnslighet är både skattebefriat och gratis!
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 |
Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.
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