Although the company is executing in terms of cost control, we think margin contractions at the gross margin level will continue through the second quarter as well, which we had not factored in.
More Quotes from Joe Osha:
In posting the weakest Q4 revenue result and Q1 outlook since the bursting of the bubble, Intel has made it clear how much competitive ground the company has lost to AMD. The extent of the losses has exceeded our expectations.Joe Osha
For now, we're staying with the neutral intermediate-term rating on AMD's stock until we see how the company weathers the Northwood launch. We are still long-term strong buyers of the stock -- even if AMD suffers at the hands of Northwood it will not plunge as deeply into loss as it has during past Intel offensives.
Joe Osha
At 27 times our 2003 earnings estimate Intel is still expensive relative to its growth prospects and its own history.
Joe Osha
We admit to some difficulty in seeing what supports consensus earnings estimates.
Joe Osha
We think that the most interesting potential for National lies in the wireless market, where the company has the potential to substantially increase its revenue per phone.
Joe Osha
Given the challenges Intel faces currently with its business model, we think the stock needs to trade on a lower multiple of 2003 earnings to be attractive.
Joe Osha
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