AMD should keep flash memory for the diversification benefits of it. Flash memory gives AMD something to talk about when the microprocessors results are weak. |
Guys like me are probably going to take a little bit of a wait-and-see attitude. |
I find it a little bit comical that Microsoft is going with the lower number, which I applaud, and yet the analysts still want to stick to the see no evil, hear no evil, speak no evil, higher pro forma number. |
If our economy depends on options we have a huge problem on our hands. Please don't insult my intelligence that badly. |
It's good that management is not going into a shell and saying they want to preserve cash for the rainiest of rainy days since it is already rainy. |
It's hard to say how much progress the company's really making. |
It's profit taking. The market loves to do that. Good news hits the tape and investors sell into it. |
It's very important to get gross margins moving in the right direction. |
On paper, marrying content with distribution makes a lot of sense but in reality it's been a tough nut to crack. |
People were too optimistic. This stock will experience some weakness like the others have in recent weeks. |
The biggest problem is that you have reluctant sellers. There has not been enough pain yet. |
The food chain is a mess. A lot of their customers are in flux. |
The growth outlook for Microsoft is very muted. To a large extent it's unexciting. They've been paddling really hard to create new avenues of growth but they're limited by the personal computer side of their business. |
There will be plenty of opportunities to buy these stocks cheaper over the next six months before there is a sustainable recovery. |
There's a good chance that Intel will have to guide down on revenues. Seasonality is not being reflected in current estimates. |