The market still likes exciting stories, and currently Silicon Labs is one of the exciting stories. The market likes good double-digit sequential growth.
More Quotes from David Wu:
The business of America must be more than just business, and engagement must be through more than just the cash register... Real engagement sees the Chinese people as real people, people like us, people with aspirations, with hopes, people who aspire to walk the path of freedom.David Wu
The Advanced Micro Devices conference call after the market close (Wednesday) convinced us that the typically seasonally weak first quarter will be unusually strong this year.
David Wu
Dell is going to open down significantly tomorrow, more than 10 percent,
David Wu
The stock is reacting to the fact everyone has been writing about gloom and doom, but when it finally came, it's no worse than people (already) wrote about.
David Wu
The last time this happened in the Pacific Northwest, the geologists tell us, was 1701 so no one in our lifetime has seen it happen,
David Wu
They have to find a very rich, drunken buyer, ... The buyer must be drunk. Anybody who has good sense is not a buyer of AMD's flash business.
David Wu
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