Does the drop in Intel's stock worry me No. It's an indication that people made money in Intel and are trying to lock in their gains.
More Quotes from Eric Ross:
The revenue number was lighter than expected. Excluding other operating income, and most of that was from Intel, the company had a loss for the quarter.Eric Ross
We keep hearing from our Asian supply chain partners that AMD is having a great quarter.
Eric Ross
We are hearing the back-to-school season was good and that notebooks were particularly strong, ... We are expecting they are going to see normal seasonality for the industry into the fourth quarter.
Eric Ross
Inventories were getting burned down heavily in January and February and that should continue into March. Chip shipments should be reflecting true demand in the second quarter.
Eric Ross
There is a lot more to the processor business than selling processors. Controlling the supply chain and controlling product offerings is almost more important. And it's not just the supply chain, it's their manufacturing ability. They are way ahead in terms of manufacturing ability and economies of scale.
Eric Ross
People are less likely to travel to Hong Kong but does that mean business is slow because of that No, it's because the economy hasn't picked up.
Eric Ross
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