We continue to believe that we are in the second year of a 5- to 7-year investment cycle in Internet infrastructure.
More Quotes from 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
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
Intel's status as an industry bellwether has allowed the stock to move with the industry in the past.
Joe Osha
The rate of decline for both the flash memory and communications business in the second quarter could be more dramatic than the overall top line, leaving it to the microprocessor business to pick up the slack.
Joe Osha
What we can say, however, is that expensively valued stocks are poorly prepared for surprises like the one Intel delivered yesterday.
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
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