40 ordspråk av Eric Ross

Eric Ross

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 People are less likely to travel to Hong Kong but does that mean business is slow because of that? No, it's because the economy hasn't picked up.

 The biggest risk would be how to sell these things. They answered that by buying a robust distribution channel.

 The fact that they are raising cap-ex shows that they expect business is strong enough to support the investment.,

 The first quarter was a little better than I was expecting. The second-quarter (estimate) was worse than I modeled. We're in for a rough quarter with Intel.

 The move in stock is a little overdone. There is an expectation that business will improve due to the lawsuit and that's the sole reason that the stock has gone up, ... But the case will be heard probably in a year and a half at earliest so I'm having trouble believing that this will have a near-term benefit for AMD.

 The move in stock is a little overdone. There is an expectation that business will improve due to the lawsuit and that's the sole reason that the stock has gone up. But the case will be heard probably in a year and a half at earliest so I'm having trouble believing that this will have a near-term benefit for AMD.

 The reason they are doing this is they need to move away from the PC to being a solution provider. The real growth for the next five years is cell phones, and for the next 10 years is probably consumer electronics, and Intel has done a really poor job of penetrating those areas.

 The revenue number was lighter than expected. Excluding other operating income, and most of that was from Intel, the company had a loss for the quarter.

 The timing of this reset relative to current stock prices is not a prediction of further weakness.

 The worst of the news is behind us and if people think the sector will bounce back, investors will buy stocks ahead of that,

 There is a lot more to the processor business than selling processors. Controlling the supply chain and controlling product offerings is almost more important. And it's not just the supply chain, it's their manufacturing ability. They are way ahead in terms of manufacturing ability and economies of scale.

 They certainly don't give me any confidence. Their assumption for the back half of the year assumes a lot of things that certainly haven't happened over the last two quarters.

 They essentially have a less competitive architecture right now, though in the second half of the year they might have a better one.

 They still have plenty of cash. They're not going to spend $25 billion on the first day. This is just what they're allowed to buy back if they feel the timing right.

 They're obviously looking at their share price.


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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.



Det är julafton om 192 dagar!

Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!




Ett ordspråk om dagen håller doktorn borta.

www.livet.se/proverb