Personal-computer unit demand should grow at least 18 to 19 percent in 1997 versus 1996, and Intel is truly a pure play on that.
More Quotes from Erika Klauer:
While this news is likely to cause further doubt in investor minds as to the company's ability to execute without flaws, we believe the memory translator hub issue will likely be temporary.Erika Klauer
It's important for Intel in the sense that it should accelerate their overall revenue and earnings growth. It's important for the semiconductor industry because its introduction is likely to spur additional PC demand.
Erika Klauer
I think the reason that the stock is up today is because people are beginning to believe that the K6 chip is a reality.
Erika Klauer
In our view, investors are wondering if Intel has taken its eye off the ball. The number of mistakes that the company has made in the recent months is truly alarming.
Erika Klauer
After a disappointing three-year downturn, we are at the beginning of a substantial semiconductor industry up-cycle, in our view. As the use of semiconductors is shifting from PC-centric products to Internet infrastructure and wireless communications such as cellular phones, the industry is enjoying a communications driven boom.
Erika Klauer
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