27 ordspråk av Drew Peck
Drew Peck
 Obviously, this company is having big problems. It's cash flow negative. They are now at the point where they are selling off pieces of their business to subsidize the remaining piece. All their eggs are in one basket. |
| Optical networking is exploding, and the market will experience tremendous growth during the next decade. As we noted with Digital Subscriber Lines, few important technologies experience smooth and steady adoption cycles. Customers cannot accurately calculate the exact rate of adoption, and the inevitable result is inventory imbalances. |
| Shorter-term investors should probably stick with names that can show some building momentum in [the first half of 2002]. |
| The assumption is that a lot of the problems that we're seeing in the semiconductor industry now are related to the economy, and any move by Greenspan to shore up the economic situation we're seeing is going to be very beneficial. |
| The numbers themselves tell a pretty grim story, so if you're going to hang your hat on this, you have to believe the qualitative commentary rather than the quantitative information. |
| The PC business looks like it's going to be struggling for most of next year. If you look a little bit outside the PC world and look at some of the things that are going on in the consumer and industrial sectors, looks to me like there is going to be a nice rebound coming. |
| The rest of the communications market still looks like it's on fire: cable modems, Internet infrastructure, high-speed switches, optical, all that. It looks like [it's] still soaring right along without any interruptions. |
| There's no more upside coming. So we're not going to see more than 65, maybe 70 cents out of this company for the whole year. This is a very expensive stock to be earning 65 or 70 cents. |
| They had an upside surprise in gross margins, but their guidance for 2002 is basically flat from here. |
| We saw a sharp drop in demand for processors. If that sustains, then it's likely we'll see some disappointments in the PC sector and related component companies. |
| When it rains, it always seems to pour at AMD. |
| While the company has seen no negative trend in its bookings activity, the Nortel remarks suggest a downturn is inevitable, although probably not until the first quarter of 2001. Unfortunately, stocks selling at more than 100 times multiples don't fare well in the face of any negative trend. |
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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat ordspråk i 12594 dagar!
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varav 1407627 på engelska
Proverb (1469519 st) Search
Categories (2627 st) Search
Authors (167535 st) Search
Photos (4592 st)
Born (10495 st)
Died (3317 st)
Dates (9517 st)
Countries (5315 st)
Idiom (4438 st)
Lengths
Toplists (6 st)
Greetings
Write a greeting
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat ordspråk i 12594 dagar!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!
 |
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat ordspråk i 12594 dagar!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!