I think that in the semiconductor world one has to realize that there are a number of different dynamics that drive the industry, ... One of the most important things, which provide some security, is the fact that technology changeovers are a very important source of growth. In particular, in the communications world we're seeing lots of new standards, we're seeing the world move from copper protocols to optical fiber communications. So in some of these segments, almost independently of the economy at large, there's going to be huge growth just as we move into these new technologies and we take on these new areas in semiconductors.
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That is because many outsource their tourism services to local tour operators, who have not embraced the idea -- they view us as competing with their bus tours.David Wong
For Intel in particular, we expect inventory levels to rise in March and again in June. Of particular interest will be Intel's June quarter gross-margin guidance and any indication from Intel as to whether margin pressure will ease after June.
David Wong
We maintain our 'hold' rating on Sun, seeing little profitability and little growth unless the company undertakes a new major strategic initiative.
David Wong
With a 5 percent discount, I feel safe that at least I won't make a loss,
David Wong
We think that communications applications (i.e., wireless handset, ADSL and cable) for DSP and analog chips could help Texas Instruments accelerate top- and bottom-line growth to between 20 percent and 30 percent per year.
David Wong
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