17 ordspråk av Mark Edelstone

Mark Edelstone

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 After the bubble burst, LSI was hurt as much as anyone else. But there were a handful of companies that were just as broadly positioned, and with great technology and execution, they were able to become stronger.

 Although it's not easy for anyone, LSI has clearly underperformed. It comes down to a lack of focus and execution.

 Coupled with weak PC demand, we believe Intel faces significant product transition risk to its next generation Pentium III microprocessor without a good cost structure in 2001,

 Coupled with weak PC demand, we believe Intel faces significant product transition risk to its next generation Pentium III microprocessor without a good cost structure in 2001.

 Demand for PCs is weak and microprocessor prices are becoming more aggressive, ... To stimulate PC demand and improve Intel's long-term competitive position, we believe the company's Pentium 4 price cuts will become more aggressive.

 Intel's price curve is significantly more aggressive than anything we've seen before,

 NAND flash currently represents one of the weakest product segments in the overall semiconductor industry.

 Revenue growth is decelerating rapidly, and a trough isn't expected until the third quarter of 2001, ... Based on semiconductor industry data for November, we also lowered our projection of the global industry's growth rate in 2000 to 36 percent from 40 percent.

 Revenue growth is decelerating rapidly, and a trough isn't expected until the third quarter of 2001. Based on semiconductor industry data for November, we also lowered our projection of the global industry's growth rate in 2000 to 36 percent from 40 percent.

 The key issues to watch from here would be the negotiations and litigations with other DRAM suppliers,

 The quarter was quite solid and pretty much in line with our expectations. We think this is a positive for the whole group and we are quite positive on the sector for 2000.

 There is nothing like this drop since 1985. But the market should turn up by the first quarter of 2002, when the year-over-year comparisons should be easier for companies to beat.

 This is likely to lead to a lower-than-expected average selling price for Intel's overall MPU (microprocessor) portfolio,

 This is likely to lead to a lower-than-expected average selling price for Intel's overall MPU (microprocessor) portfolio.

 We believe PC demand remained sluggish in October and Intel is facing a more challenging competitive environment.


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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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