40 ordspråk av Eric Ross

Eric Ross

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en This is pretty positive. Intel blew away the numbers,
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en The fact that they are raising cap-ex shows that they expect business is strong enough to support the investment.,
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en 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.
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en 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.
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en They're obviously looking at their share price. What they are really saying is that they think the shares are undervalued.
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en They're obviously looking at their share price.
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en They still have plenty of cash. They're not going to spend $25 billion on the first day. This is just what they're allowed to buy back if they feel the timing right.
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en 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.
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en The reason they are doing this is they need to move away from the PC to being a solution provider. The real growth for the next five years is cell phones, and for the next 10 years is probably consumer electronics, and Intel has done a really poor job of penetrating those areas.
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en 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.
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en We are hearing the back-to-school season was good and that notebooks were particularly strong, ... We are expecting they are going to see normal seasonality for the industry into the fourth quarter.
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en 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.
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en We upgraded the entire semiconductor group about six weeks ago,
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en The move in stock is a little overdone. There is an expectation that business will improve due to the lawsuit and that's the sole reason that the stock has gone up, ... But the case will be heard probably in a year and a half at earliest so I'm having trouble believing that this will have a near-term benefit for AMD.
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en We are hearing the back-to-school season was good and that notebooks were particularly strong. We are expecting they are going to see normal seasonality for the industry into the fourth quarter.
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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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