Between PCs and handsets you've got about 35 percent of total semiconductor consumption. This is going to impact everybody in the chip sector. Nobody is outside the scope of slowing growth in those two markets, - Kevin Rottinghaus Quotes
Between PCs and handsets you've got about 35 percent of total semiconductor consumption. This is going to impact everybody in the chip sector. Nobody is outside the scope of slowing growth in those two markets, Kevin Rottinghaus
 

More - Kevin Rottinghaus Quotes

Between PCs and handsets you've got about 35 percent of total semiconductor consumption. This is going to impact everybody in the chip sector. Nobody is outside the scope of slowing growth in those two markets, - Kevin Rottinghaus Quotes

Between PCs and handsets you've got about 35 percent of total semiconductor consumption. This is going to impact everybody in the chip sector. Nobody is outside the scope of slowing growth in those two markets,

Kevin Rottinghaus

 
Good numbers were to some degree baked into the stock, - Kevin Rottinghaus Quotes

Good numbers were to some degree baked into the stock,

Kevin Rottinghaus

 
Fundamentals still look like they're going to get worse before they get better and that's what keeps us on the sideline. - Kevin Rottinghaus Quotes

Fundamentals still look like they're going to get worse before they get better and that's what keeps us on the sideline.

Kevin Rottinghaus

 
It's all about the inventory. That's the biggest thing. The company is going to have to work through some inventory this quarter. - Kevin Rottinghaus Quotes

It's all about the inventory. That's the biggest thing. The company is going to have to work through some inventory this quarter.

Kevin Rottinghaus

 Company
The wireless handset market is getting better so there is opportunity for Intel to see some growth, - Kevin Rottinghaus Quotes

The wireless handset market is getting better so there is opportunity for Intel to see some growth,

Kevin Rottinghaus

 Growth
It looks like AMD is taking share across all segments, - Kevin Rottinghaus Quotes

It looks like AMD is taking share across all segments,

Kevin Rottinghaus

 
Between PCs and handsets you've got about 35 percent of total semiconductor consumption. This is going to impact everybody in the chip sector. Nobody is outside the scope of slowing growth in those two markets. - Kevin Rottinghaus Quotes

Between PCs and handsets you've got about 35 percent of total semiconductor consumption. This is going to impact everybody in the chip sector. Nobody is outside the scope of slowing growth in those two markets.

Kevin Rottinghaus

 
The wireless handset market is getting better so there is opportunity for Intel to see some growth. - Kevin Rottinghaus Quotes

The wireless handset market is getting better so there is opportunity for Intel to see some growth.

Kevin Rottinghaus

 Growth
The lawsuit could lead to additional exposure to AMD for investors and customers. - Kevin Rottinghaus Quotes

The lawsuit could lead to additional exposure to AMD for investors and customers.

Kevin Rottinghaus

 
This is the culmination of things that started a while ago. There has been inventory building in the channel, and they have been losing market share the last few quarters, and it is starting to come to a head. This is not a sign of weakness in the market. - Kevin Rottinghaus Quotes

This is the culmination of things that started a while ago. There has been inventory building in the channel, and they have been losing market share the last few quarters, and it is starting to come to a head. This is not a sign of weakness in the market.

Kevin Rottinghaus

 
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