This potentially reminds of similar events two and half to three years ago when Intel was ramping its 90nm process, from the predecessor 130nm, and did not achieve efficiency previously taken for granted in process transitions, ... Here they are at 65nm; our view is they cannot afford to repeat history now that AMD is about to ramp a large, modern production facility. - Rick Whittington Quotes
This potentially reminds of similar events two and half to three years ago when Intel was ramping its 90nm process, from the predecessor 130nm, and did not achieve efficiency previously taken for granted in process transitions, ... Here they are at 65nm; our view is they cannot afford to repeat history now that AMD is about to ramp a large, modern production facility. Rick Whittington
 Events

More - Rick Whittington Quotes

Although I'm extremely bullish on the chip segment, Micron is the one stock I'm not recommending, ... I think they're going to have to tread water until they can demonstrate that they are able too increase their profitability. Right now it looks to me like there's too much DRAM supply. - Rick Whittington Quotes

Although I'm extremely bullish on the chip segment, Micron is the one stock I'm not recommending, ... I think they're going to have to tread water until they can demonstrate that they are able too increase their profitability. Right now it looks to me like there's too much DRAM supply.

Rick Whittington

 
Although I'm extremely bullish on the chip segment, Micron is the one stock I'm not recommending. I think they're going to have to tread water until they can demonstrate that they are able too increase their profitability. Right now it looks to me like there's too much DRAM supply. - Rick Whittington Quotes

Although I'm extremely bullish on the chip segment, Micron is the one stock I'm not recommending. I think they're going to have to tread water until they can demonstrate that they are able too increase their profitability. Right now it looks to me like there's too much DRAM supply.

Rick Whittington

 
Intel is far from out of the woods; they may just be getting into them. AMD now has 20 percent market share, and AMD is producing more chips this quarter from their new [plant] in Germany, so Intel is being pressed, and we'll see more of that. - Rick Whittington Quotes

Intel is far from out of the woods; they may just be getting into them. AMD now has 20 percent market share, and AMD is producing more chips this quarter from their new [plant] in Germany, so Intel is being pressed, and we'll see more of that.

Rick Whittington

 
We believe IBM is the most important partner to Chartered. - Rick Whittington Quotes

We believe IBM is the most important partner to Chartered.

Rick Whittington

 Believe
This is a solid outlook. There's reason to think Intel will start off this year strong, - Rick Whittington Quotes

This is a solid outlook. There's reason to think Intel will start off this year strong,

Rick Whittington

 Reason
Investors should be encouraged since Intel can now increase production. - Rick Whittington Quotes

Investors should be encouraged since Intel can now increase production.

Rick Whittington

 Encouragement
Since declining over the past week, it is our opinion that the shares of each microprocessor supplier sufficiently discount potentially slower PC sell-through as well as the potential for aggressive pricing this winter. We continue to receive confirmation of strong notebook PC and server demand, even if desktops are less clear. - Rick Whittington Quotes

Since declining over the past week, it is our opinion that the shares of each microprocessor supplier sufficiently discount potentially slower PC sell-through as well as the potential for aggressive pricing this winter. We continue to receive confirmation of strong notebook PC and server demand, even if desktops are less clear.

Rick Whittington

 Past
The second half should be a barn burner, ... We've had a good lengthy correction and sentiment has been problematic. There's no irrational exuberance in these stocks. - Rick Whittington Quotes

The second half should be a barn burner, ... We've had a good lengthy correction and sentiment has been problematic. There's no irrational exuberance in these stocks.

Rick Whittington

 Correction
I think the stocks are going to go up from here, ... I think it's too early to start talk of contraction, prices declining and demand faltering. - Rick Whittington Quotes

I think the stocks are going to go up from here, ... I think it's too early to start talk of contraction, prices declining and demand faltering.

Rick Whittington

 
Whether top-down or bottoms-up, the facts today point but in one direction: that of sustained, significantly above-trend growth at least through the end of 2000, with virtual certainty of vigorous growth through 2001 and even the likelihood for continued expansion though 2002 as well, - Rick Whittington Quotes

Whether top-down or bottoms-up, the facts today point but in one direction: that of sustained, significantly above-trend growth at least through the end of 2000, with virtual certainty of vigorous growth through 2001 and even the likelihood for continued expansion though 2002 as well,

Rick Whittington

 Direction
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