The perceived impact of the delay may be the real issue to contend with for (chip) stocks in the near-term.
More Quotes from 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
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
Crusoe is not the chipset that's going to drive meaningful growth.
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
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.
Hans Mosesmann
Readers Who Like This Quotation Also Like:
Peter was sick of being a pop star, the guitar god, and so he decided to teach himself other instruments. Among the instruments that he picked up was the mandolin.Michael Stipe
I never hurt nobody but myself and that's nobody's business but my own.
Billie Holiday
We must watch over our modesty in the presence of those who cannot understand its grounds.
Jean Rostand