At this point in the demand picture, we believe that the environment may get worse before it gets better. While the stock is interesting from a value perspective, we believe that it will trade in a range in the near term.
More Quotes from Hans Mosesmann:
It's probably been one of the worst years for the semiconductor stocks and for techs in the last 15 to 20 years. This company has done extremely well in a terrible environment by executing flawlessly an extremely competitive 3D graphics market. NVIDIA is a top dog in this niche.Hans Mosesmann
The perceived impact of the delay may be the real issue to contend with for (chip) stocks in the near-term.
Hans Mosesmann
It looks like a miss on desktop with revenue in the Americas down 3.5 percent sequentially. That's unusual. Certainly this is a miss.
Hans Mosesmann
Crusoe is not the chipset that's going to drive meaningful growth.
Hans Mosesmann
The opportunity for AMD with Dell was a year ago. Last year Intel was a disaster. This year it's not the case, and you can't assume that Intel is going to continue to screw up.
Hans Mosesmann
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