38 Quotes by Joe Osha

We believe that Intel will be forced to respond competitively to AMD in the coming year, which may put more pressure on Intel's pricing than we had expected.

We believe that Intel had largely completed shipping its quarter prior to Sept. 11.

We wrote last November that Sony's design choices for the PS3 had resulted in an expensive and difficult-to-manufacture product, and we think that we're seeing the consequences of those choices play out now.

One of the dominant worries here is the question of whether we're going to see any building of inventory that will result in 1Q weakening. But as the data points have rolled in, that appears to be less and less the case. That's pretty important, and you can see it, in particular, in some of the communications stocks that are moving.

Given the challenges Intel faces currently with its business model, we think the stock needs to trade on a lower multiple of 2003 earnings to be attractive.

I don't think I've ever seen competitive momentum shift like this, so congratulations.

We suspect that Intel will, at some point, respond with aggressive pricing rather than allow AMD to continue to build market presence.

Just because Intel has faltered does not mean the company is now incapable of executing.

We continue to believe that we are in the second year of a 5- to 7-year investment cycle in Internet infrastructure.