5 Quotes by Terry Ragsdale

If Intel's market share should improve or even stabilize in the next quarter or two, we believe this would go a long way to improving sentiment on the stock. Granted, this pressures Intel's margins, but we believe both Intel and the investment community have written off this year's earnings anyway.

Recent labor statistics were already a concern, and another down-leg in consumer confidence seems likely.

One can paint a dire scenario at one end of the spectrum, with consumers and corporations pulling in their horns, the U.S. economy going into recession, international economies following ... recovery pushing out to 2003, earnings estimates taking another big hit, and stocks due for a hammering.

As we've caught ourselves saying of Intel several times recently: it could have been worse.

Following the events of Sept. 11, it seems likely that the PC demand recovery will be postponed and the near-term impact of Windows XP diluted.