I think this is starting to be a longer issue for this company.
More Quotes from Rick Whittington:
Whether top-down or bottoms-up, the facts today point but in one direction that of sustained, significantly above-trend growth at least through the end of 2000, with virtual certainty of vigorous growth through 2001 and even the likelihood for continued expansion though 2002 as well,Rick Whittington
It was a very strong performance in microprocessors and an expected but welcome improvement in what's been a disaster in flash memory.
Rick Whittington
Since declining over the past week, it is our opinion that the shares of each microprocessor supplier sufficiently discount potentially slower PC sell-through as well as the potential for aggressive pricing this winter. We continue to receive confirmation of strong notebook PC and server demand, even if desktops are less clear.
Rick Whittington
Growth drivers are perceptibly decelerating and offer minimal forward visibility as communications end-markets join previously stalled cell phones and PCs in blunting the continued rapid demand growth.
Rick Whittington
It's now clear that Intel will not catch up until its 45nm hits the street, probably in 2008 but possibly late 2007.
Rick Whittington
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