37 Quotes by Eric Ross

We're in for a rough quarter with Intel.

We're seeing a real resurgence in the use of wallpaper. For a while it was so out of style that many smaller manufacturers went out of business. The paint and faux finishes just dominated home design; that is no longer the case.

We are hearing the back-to-school season was good and that notebooks were particularly strong. We are expecting they are going to see normal seasonality for the industry into the fourth quarter.

There is a lot more to the processor business than selling processors. Controlling the supply chain and controlling product offerings is almost more important. And it's not just the supply chain, it's their manufacturing ability. They are way ahead in terms of manufacturing ability and economies of scale.

Maybe you can make another 50 percent from here, but people are skittish, ... The problem in this market is that everyone's looking for the momentum play. Any sort of fear that a company isn't going to be able to sustain a momentum ends up a reason to dump shares.

If Intel is seeing some problems, and it's not all market-share problems, that's got to affect the rest of the semiconductor industry. We heard there are inventories of PCs out there as well.

HP's best business is printing and imaging and the company diluted that by buying Compaq,

Guidance was disappointing. Inventories and chipset shortages are still issues.

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.