As a team owner I couldn't be any prouder than I am right now, ... Our crew chief Lee Beard, tuning consultant Rob Flynn and all the guys have come together to form a really exceptional team and I feel we are going to bring a lot to the table in Indianapolis. |
From Intel's perspective, this is a new market they're trying to enter that has high margins. They need to be successful in order to offset the low-end market. |
I see us just trading sideways for a while. |
I think investors are really pleased with what they heard about the future guidance for the second half. We think that the second half will indeed turn out to be better for Intel. It's seasonally stronger for them. At the same time, they're doing an excellent job reducing their cost. |
I think, first of all, the semiconductor sector had been oversold. This was one area, the technology market that just did not perform well over the past few months. There is a lot of concern with investors whether or not this current upturn in the semiconductor industry has peaked. There is a huge debate going on whether or not we still have any growth left. And, our view has also been that, yes, we believe this is more of a seasonal slowdown than any prolonged downturn for the industry. So we think there is some legs left in the semiconductor cycle. And as a result, we would be a buyer of some of these stocks, |
I think, first of all, the semiconductor sector had been oversold. This was one area, the technology market that just did not perform well over the past few months. There is a lot of concern with investors whether or not this current upturn in the semiconductor industry has peaked. There is a huge debate going on whether or not we still have any growth left. And, our view has also been that, yes, we believe this is more of a seasonal slowdown than any prolonged downturn for the industry. So we think there is some legs left in the semiconductor cycle. And as a result, we would be a buyer of some of these stocks. |
If you look at Motorola over the past couple of years, they've really spent the bulk of their time downsizing, ... But now . . . they really like to focus more on the growth aspect of the equation, and if you look at one of the fastest growing markets in technology, it's certainly broadband access. |
If you look at Motorola over the past couple of years, they've really spent the bulk of their time downsizing. But now . . . they really like to focus more on the growth aspect of the equation, and if you look at one of the fastest growing markets in technology, it's certainly broadband access. |
It won't be easy, especially considering we have not attended all National events this season, but regardless our goal is set, the team is determined and we are going to give it all we have to finish in the Top 10. As everyone knows in this sport, anything is possible. |
It's a negative for companies that will incorporate the product into their workstations and servers, ... New product cycles are the lifeblood of the technology industry. |
It's a negative for companies that will incorporate the product into their workstations and servers. New product cycles are the lifeblood of the technology industry. |
Keep in mind that it's only a six-month delay, so it's not catastrophic ... (But) right now there are a lot of clouds in the sky. There's speculation that their second quarter will be difficult. There's the problems in Asia and the sluggish Japanese economy. A lot of things don't bode well in the near term. |
Management gave no assurance as to when business is going to improve. |
Microsoft had a big part in yesterday's Nasdaq decline, ... But I think the bigger picture is really that we saw a massive flight to quality, and that was illustrated by the performance of the Dow versus that of the Nasdaq. We saw money being shifted out of the more speculative names, and into the more established companies that have proven track records. |
Motorola finally has the wind behind their back, ... The semiconductor industry is in the early stages of a recovery. We're really seeing the profitability of Motorola start to improve. We think that will continue over the next two quarters and during the second half of the year as well. |