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.
More Quotes from Eric Ross:
We're seeing a real resurgence in the use of wallpaper. For a while it was so out of style that many smaller manufacturers went out of business. The paint and faux finishes just dominated home design that is no longer the case.Eric Ross
The fact that they are raising cap-ex shows that they expect business is strong enough to support the investment.,
Eric Ross
While we are certainly impressed, we believe most of the good news is already in the stock, and are in no rush to chase this name,
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
The worst of the news is behind us and if people think the sector will bounce back, investors will buy stocks ahead of that,
Eric Ross
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