27 ordspråk av Drew Peck
Drew Peck
 A lot is going to hinge on how much credibility there is in the comments ... that the microprocessor business has stabilized. |
| But both of those benefits are going to disappear by December and then January and February are going to be very, very tough. I don't have an issue for Intel's third quarter, which is mostly over. My concerns are mostly focused on the first quarter of next year -- that's when things are going to start getting derailed. |
| But ironically, this is going to turn the shortage into a surplus in a very short period of time. This problem has also been masked by seasonal demand for processors, which is very strong at this time of the year. |
| But that's probably too academic a point of view. The reality is that investors, especially short-term investors and day traders, all gravitate to the most beaten-up names because that's where they get the highest bounce. |
| For the last three quarters, the whole industry has been on fire. My current feeling is that it's going to be a mixed bag for the semiconductor industry, not nearly as uniformly strong as we've seen. That is the beginning of a general deceleration in the industry, but that deceleration is going to be very sector specific. |
| I don't think were anywhere close to the bottom. |
| I think a lot of people were a bit nervous about this quarter and there might be a bit of a collective sigh of relief that they pulled it out and that should be viewed positively. The second half of the year is likely to be a whole lot better. |
| I'm not only in agreement, I've been feeling for quite a while that these issues are going to emerge pretty soon. I guess the only question I have is, if everything that Kumar described is true, which frankly, I believe it is, then why does he still have a 'buy' on the stock? |
| If the K-7 doesn't sell, they have to get out of the processor business. They've really bet the company on the K-7. |
| In an absolute sense, the results were good. But I think there may be some disappointment over revenue, which came in basically in line with expectations. |
| In light of the huge upside we saw last quarter, I think a lot of investors might have been expecting a little bit better. That may be a nagging problem when you consider that the stock was discounting fairly high expectations already. I suspect there could be some weakness as a result of that. |
| Integrating graphics with the processor compromises performance of the graphics. The problem isn't that people aren't interested in the low-end PCs selling at $600, it's that people aren't interested in processors whose performance is compromised because the graphics is built in. |
| Intel's pre-announcement goes a long way to explaining softness in the DRAM market. PCs consume well over one-half of all DRAMs. |
| It's not a disaster. But it's just not good enough to rally the stock. |
| Meanwhile, that's been in the midst of reasonably stable pricing in the processor business and I think that the stable pricing is about to come to an end. By the end of this year, we're going to see sharply eroding prices as we get into the first half of next year. |
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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat ordspråk i 12561 dagar!
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varav 1407627 på engelska
Proverb (1469512 st) Search
Categories (2627 st) Search
Authors (167535 st) Search
Photos (4592 st)
Born (10495 st)
Died (3317 st)
Dates (9517 st)
Countries (5315 st)
Idiom (4438 st)
Lengths
Toplists (6 st)
Greetings
Write a greeting
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat ordspråk i 12561 dagar!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!
 |
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat ordspråk i 12561 dagar!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!