37 Quotes by Eric Ross

People are less likely to travel to Hong Kong but does that mean business is slow because of that? No, it's because the economy hasn't picked up.

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

We upgraded the entire semiconductor group about six weeks ago,

We keep hearing from our Asian supply chain partners that AMD is having a great quarter.

The reason they are doing this is they need to move away from the PC to being a solution provider. The real growth for the next five years is cell phones, and for the next 10 years is probably consumer electronics, and Intel has done a really poor job of penetrating those areas.

While we are certainly impressed, we believe most of the good news is already in the stock, and are in no rush to chase this name,

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.

Flash and processors are more viable as separate companies,

The timing of this reset relative to current stock prices is not a prediction of further weakness.