25 Quotes by Drew Peck

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.

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.

Intel's pre-announcement goes a long way to explaining softness in the DRAM market. PCs consume well over one-half of all DRAMs.

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.

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.

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.

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.