14 Quotes by Rick Whittington
- Author Rick Whittington
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This is a solid outlook. There's reason to think Intel will start off this year strong,
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Although I'm extremely bullish on the chip segment, Micron is the one stock I'm not recommending. I think they're going to have to tread water until they can demonstrate that they are able too increase their profitability. Right now it looks to me like there's too much DRAM supply.
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This potentially reminds of similar events two and half to three years ago when Intel was ramping its 90nm process, from the predecessor 130nm, and did not achieve efficiency previously taken for granted in process transitions, ... Here they are at 65nm; our view is they cannot afford to repeat history now that AMD is about to ramp a large, modern production facility.
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It was a very strong performance in microprocessors and an expected but welcome improvement in what's been a disaster in flash memory.
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Investors should be encouraged since Intel can now increase production.
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