37 Quotes by Eric Ross

The worst of the news is behind us and if people think the sector will bounce back, investors will buy stocks ahead of that,

The move in stock is a little overdone. There is an expectation that business will improve due to the lawsuit and that's the sole reason that the stock has gone up, ... But the case will be heard probably in a year and a half at earliest so I'm having trouble believing that this will have a near-term benefit for AMD.

This is an unusual and unexpected pricing move. Typically, Intel will lower pricing on its older-generation product line when ready to introduce a new product.

This is pretty positive. Intel blew away the numbers,

They still have plenty of cash. They're not going to spend $25 billion on the first day. This is just what they're allowed to buy back if they feel the timing right.

AMD must be gaining share. PC demand is strong, even if Intel isn't.

They essentially have a less competitive architecture right now, though in the second half of the year they might have a better one.

They're obviously looking at their share price. What they are really saying is that they think the shares are undervalued.

It sounds like it is a new company that is going to do other things, but the first and largest customer is Apple, and it is likely to be the largest customer for a while.