The fact that they are raising cap-ex shows that they expect business is strong enough to support the investment., - Eric Ross Quotes
The fact that they are raising cap-ex shows that they expect business is strong enough to support the investment., Eric Ross
 

More - Eric Ross Quotes

I think this is the start of a sustainable rally. Fundamentals appear to be good and end-market demand is good. Average selling prices for chips are holding up. - Eric Ross Quotes

I think this is the start of a sustainable rally. Fundamentals appear to be good and end-market demand is good. Average selling prices for chips are holding up.

Eric Ross

 
We upgraded the entire semiconductor group about six weeks ago, - Eric Ross Quotes

We upgraded the entire semiconductor group about six weeks ago,

Eric Ross

 
Flash and processors are more viable as separate companies, - Eric Ross Quotes

Flash and processors are more viable as separate companies,

Eric Ross

 
AMD must be gaining share. PC demand is strong, even if Intel isn't. - Eric Ross Quotes

AMD must be gaining share. PC demand is strong, even if Intel isn't.

Eric Ross

 
Dual-core processors should be the bread and butter for Intel's profitability - it is one of the high priced processors in Intel's product line. Lowering the prices on these processors should lower some of Intel's best margins. - Eric Ross Quotes

Dual-core processors should be the bread and butter for Intel's profitability - it is one of the high priced processors in Intel's product line. Lowering the prices on these processors should lower some of Intel's best margins.

Eric Ross

 
The worst of the news is behind us and if people think the sector will bounce back, investors will buy stocks ahead of that, - Eric Ross Quotes

The worst of the news is behind us and if people think the sector will bounce back, investors will buy stocks ahead of that,

Eric Ross

 News
The first quarter was a little better than I was expecting. The second-quarter (estimate) was worse than I modeled. We're in for a rough quarter with Intel. - Eric Ross Quotes

The first quarter was a little better than I was expecting. The second-quarter (estimate) was worse than I modeled. We're in for a rough quarter with Intel.

Eric Ross

 
They essentially have a less competitive architecture right now, though in the second half of the year they might have a better one. - Eric Ross Quotes

They essentially have a less competitive architecture right now, though in the second half of the year they might have a better one.

Eric Ross

 Architecture
Inventories were getting burned down heavily in January and February and that should continue into March. Chip shipments should be reflecting true demand in the second quarter. - Eric Ross Quotes

Inventories were getting burned down heavily in January and February and that should continue into March. Chip shipments should be reflecting true demand in the second quarter.

Eric Ross

 
Intel has been struggling to find a way out of PCs for the last six or seven years. I never dreamed they'd drop 'Intel Inside.' Their marketing has been exceptionally successful. - Eric Ross Quotes

Intel has been struggling to find a way out of PCs for the last six or seven years. I never dreamed they'd drop 'Intel Inside.' Their marketing has been exceptionally successful.

Eric Ross

 
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