11 Quotes by Dan Scovel

  • Author Dan Scovel
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    What we're seeing is an extension of PCs. We're probably going to see those companies with PC exposure get penalized by association with the PC market. That's not necessarily fair across the board, but the bigger the exposure to PCs, I would say the bigger the uncertainty that there won't be a problem.

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  • Author Dan Scovel
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    Business conditions especially in the PC supplier area were picking up in August.

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  • Author Dan Scovel
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    We had all these negative pre-announcements and the stocks aren't going down, and the sector is going up. The market is calling a bottom.

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  • Author Dan Scovel
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    Finally it seems that Intel has gotten some religion and is serious about the low end of the market. It's an old school method of Intel of hitting you hard with the hammer.

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  • Author Dan Scovel
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    We think Intel's antitrust issue is something to be concerned about, but it's only a No. 3 or No. 4 issue.

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  • Author Dan Scovel
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    The stock market has obviously expected these pre-announcements. We're in a weak market.

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  • Author Dan Scovel
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    The semiconductor industry is very, very cyclical; and when things are good - which they are now - they're always better than were expected. Of course, when things turn down, they always hit harder than anybody would have guessed. And right now what's happening on Wall Street is a lot of people are trying to kind of guess the top: are we there yet? There's really no way to tell.

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  • Author Dan Scovel
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    AMD just got unlucky in any number of ways but in the chip business, luck can change very quickly and you can make a lot of money. But it's going to be a tough stock to play and will be very volatile throughout the year.

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