12 ordspråk av Eric Rothdeutsch
Eric Rothdeutsch
A lot of the good news is already baked into the share price. We'd be on the sidelines and wouldn't put fresh money into Intel.
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At that time, we look for DRAM pricing to stabilize. We believe that the company will meet or beat our fourth-quarter revenue and EPS estimates of $2.35 billion and 93 cents a share.
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Frankly, a lot of semiconductor stocks are priced to perfection and in the absence of really positive news, the stocks are a little overdue for a pullback.
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I expect them to say that things are still challenging.
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Like it or not, even though Texas Instruments is pretty diversified, handsets are the determining factor for Wall Street.
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The Street was expecting $4 billion, so on the capital spending front it was a disappointment.
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They have been moving toward just-in-time style of production, so I'm sure that led to the shortfall.
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They're a complete anomaly in the chip sector.
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They're on a roll. They're one of the few companies that's clearly bucking the economic downturn.
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They've got a great technology solution, they're gaining market share and they're in the Xbox.
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This is a very good report, as expected. It's clearly a very strong quarter, and they're executing very well to get gross margins to the high end of their expected range.
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We've really come off a week or so of terrible performance in the Nasdaq. It's just really grasping at any hint of positive news to find a little bit of a rally.
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