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More - Hans Mosesmann Quotes

The trend seems to indicate increasing prices through the remainder of this year. - Hans Mosesmann Quotes

The trend seems to indicate increasing prices through the remainder of this year.

We've seen the same movement (as Philips). We think this quarter is the bottom. - Hans Mosesmann Quotes

We've seen the same movement (as Philips). We think this quarter is the bottom.

It's probably been one of the worst years for the semiconductor stocks and for techs in the last 15 to 20 years. This company has done extremely well in a terrible environment by executing flawlessly an extremely competitive 3D graphics market. NVIDIA is a top dog in this niche. - Hans Mosesmann Quotes

It's probably been one of the worst years for the semiconductor stocks and for techs in the last 15 to 20 years. This company has done extremely well in a terrible environment by executing flawlessly an extremely competitive 3D graphics market. NVIDIA is a top dog in this niche.

It looks like a miss on desktop with revenue in the Americas down 3.5 percent sequentially. That's unusual. Certainly this is a miss. - Hans Mosesmann Quotes

It looks like a miss on desktop with revenue in the Americas down 3.5 percent sequentially. That's unusual. Certainly this is a miss.

Intel acknowledged that they screwed up, that it's not a situation where they can introduce a new product and things are fine. - Hans Mosesmann Quotes

Intel acknowledged that they screwed up, that it's not a situation where they can introduce a new product and things are fine.

At this point in the demand picture, we believe that the environment may get worse before it gets better. While the stock is interesting from a value perspective, we believe that it will trade in a range in the near term. - Hans Mosesmann Quotes

At this point in the demand picture, we believe that the environment may get worse before it gets better. While the stock is interesting from a value perspective, we believe that it will trade in a range in the near term.

Crusoe is not the chipset that's going to drive meaningful growth. - Hans Mosesmann Quotes

Crusoe is not the chipset that's going to drive meaningful growth.

TI we think will be fairly bullish. We look to hear positive data points from them, particularly in handsets. - Hans Mosesmann Quotes

TI we think will be fairly bullish. We look to hear positive data points from them, particularly in handsets.

When a company has such a strong product cycle coming, there are years of momentum that you enjoy. - Hans Mosesmann Quotes

When a company has such a strong product cycle coming, there are years of momentum that you enjoy.

The perceived impact of the delay may be the real issue to contend with for (chip) stocks in the near-term. - Hans Mosesmann Quotes

The perceived impact of the delay may be the real issue to contend with for (chip) stocks in the near-term.

Delay

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