16 ordspråk av David Wong

David Wong

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Dell's problems may take several quarters to work through,

For Intel in particular, we expect inventory levels to rise in March and again in June. Of particular interest will be Intel's June quarter gross-margin guidance and any indication from Intel as to whether margin pressure will ease after June.

I think that in the semiconductor world one has to realize that there are a number of different dynamics that drive the industry, ... One of the most important things, which provide some security, is the fact that technology changeovers are a very important source of growth. In particular, in the communications world we're seeing lots of new standards, we're seeing the world move from copper protocols to optical fiber communications. So in some of these segments, almost independently of the economy at large, there's going to be huge growth just as we move into these new technologies and we take on these new areas in semiconductors.

I think that in the semiconductor world one has to realize that there are a number of different dynamics that drive the industry. One of the most important things, which provide some security, is the fact that technology changeovers are a very important source of growth. In particular, in the communications world we're seeing lots of new standards, we're seeing the world move from copper protocols to optical fiber communications. So in some of these segments, almost independently of the economy at large, there's going to be huge growth just as we move into these new technologies and we take on these new areas in semiconductors.

If you believe the commodity cycle hasn't peaked, then the resources stocks look cheap.

That is because many outsource their tourism services to local tour operators, who have not embraced the idea -- they view us as competing with their bus tours.

There is really no better place to go if I want to have 'yum cha' the old way. There are only a few of such kind of traditional teahouses left in Hong Kong. I miss the old Hong Kong.

Walking is really the best way to experience the sights and sounds of this metropolis.

We maintain our 'hold' rating on Sun, seeing little profitability and little growth unless the company undertakes a new major strategic initiative.

We think that communications applications (i.e., wireless handset, ADSL and cable) for DSP and analog chips could help Texas Instruments accelerate top- and bottom-line growth to between 20 percent and 30 percent per year,

We think that excellent June and September quarter prospects make for good investment opportunities in communications chip stocks.

We think that there is relatively little likelihood that Intel will raise the midpoint of its guidance.

When we went to them and told them that we want to do a heritage tour of Hong Kong, a lot of them were very skeptical,

With a 5 percent discount, I feel safe that at least I won't make a loss,

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