They're obviously looking at their share price. What they are really saying is that they think the shares are undervalued. |
This is an unusual and unexpected pricing move. Typically, Intel will lower pricing on its older-generation product line when ready to introduce a new product. |
This is pretty positive. Intel blew away the numbers, |
We are hearing the back-to-school season was good and that notebooks were particularly strong, ... We are expecting they are going to see normal seasonality for the industry into the fourth quarter. |
We are hearing the back-to-school season was good and that notebooks were particularly strong. We are expecting they are going to see normal seasonality for the industry into the fourth quarter. |
We keep hearing from our Asian supply chain partners that AMD is having a great quarter. |
We upgraded the entire semiconductor group about six weeks ago, |
We're in for a rough quarter with Intel. |
We're seeing a real resurgence in the use of wallpaper. For a while it was so out of style that many smaller manufacturers went out of business. The paint and faux finishes just dominated home design; that is no longer the case. |
While we are certainly impressed, we believe most of the good news is already in the stock, and are in no rush to chase this name, |