The first quarter was a little better than I was expecting. The second-quarter (estimate) was worse than I modeled. We're in for a rough quarter with Intel.
More Quotes from Eric Ross:
I think this is the start of a sustainable rally. Fundamentals appear to be good and end-market demand is good. Average selling prices for chips are holding up.Eric Ross
Intel has been struggling to find a way out of PCs for the last six or seven years. I never dreamed they'd drop 'Intel Inside.' Their marketing has been exceptionally successful.
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
If I'm one of the investors that got in early, I'm going to take some off the table, ... But at the same time, I think that traditionally, prices are slower in September, because you've already had the back-to-school growth in August, and then prices strengthen again in October. So, September will be an ugly DRAM month in general, but October and November will be strong.
Eric Ross
This is an unusual and unexpected pricing move. Typically, Intel will lower pricing on its older-generation product line when ready to introduce a new product.
Eric Ross
We keep hearing from our Asian supply chain partners that AMD is having a great quarter.
Eric Ross
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