38 Quotes by Joe Osha

Although one could argue that Analog Devices' upbeat outlook merits raising the number even further, we would prefer to wait and see how growth shapes up over the year as Analog Devices catches up with its backlog and the current feeding frenzy for Analog Devices products dissipates.

They have a pretty good idea at this point what they're going to ship.

It is very hard to find any evidence of a real end to the upturn that began in late 1998. Although we see little to support semiconductor stock prices during the next two months, we strongly believe that the sector will be hitting new highs before the end of the year.

It's a little harder in June, because this is an especially back-end loaded quarter. But even so, $6.4 billion to $7 billion is a fairly wide range, and since they've been doing this mid-quarter update, they have adopted the practice of narrowing it down.

It's not going to effect the company's position.

Intel's mid-quarter update was generally in line with our expectations, which supports our checks suggesting that the PC market is tracking normal seasonality in the back-end loaded third quarter.

In posting the weakest Q4 revenue result and Q1 outlook since the bursting of the bubble, Intel has made it clear how much competitive ground the company has lost to AMD. The extent of the losses has exceeded our expectations.

For now, we're staying with the neutral intermediate-term rating on AMD's stock until we see how the company weathers the Northwood launch. We are still long-term strong buyers of the stock -- even if AMD suffers at the hands of Northwood it will not plunge as deeply into loss as it has during past Intel offensives.

The clock-speed wars have gotten to the point where it's not clear who benefits. It's certainly not the customer who wants to buy 700 MHz stuff at reasonable prices. It has been a problem, but availability has improved over the past four weeks or so.