11 ordspråk av Hans Mosesmann

Hans Mosesmann

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en Intel acknowledged that they screwed up, that it's not a situation where they can introduce a new product and things are fine.
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en At this point in the demand picture, we believe that the environment may get worse before it gets better. While the stock is interesting from a value perspective, we believe that it will trade in a range in the near term.
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en We've seen the same movement (as Philips). We think this quarter is the bottom.
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en The trend seems to indicate increasing prices through the remainder of this year.
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en It looks like a miss on desktop with revenue in the Americas down 3.5 percent sequentially. That's unusual. Certainly this is a miss.
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en It's probably been one of the worst years for the semiconductor stocks and for techs in the last 15 to 20 years. This company has done extremely well in a terrible environment by executing flawlessly an extremely competitive 3D graphics market. NVIDIA is a top dog in this niche.
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en Crusoe is not the chipset that's going to drive meaningful growth.
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en TI we think will be fairly bullish. We look to hear positive data points from them, particularly in handsets.
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en The opportunity for AMD with Dell was a year ago. Last year Intel was a disaster. This year it's not the case, and you can't assume that Intel is going to continue to screw up.
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en When a company has such a strong product cycle coming, there are years of momentum that you enjoy.
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en The perceived impact of the delay may be the real issue to contend with for (chip) stocks in the near-term.
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