The Advanced Micro Devices conference call after the market close (Wednesday) convinced us that the typically seasonally weak first quarter will be unusually strong this year.
Quotes about micro (15 Quotes)
In general micro caps are riskier because their share prices jump around more because not as many people are trading them so moves can be more dramatic.
The Dragon series micro hard drive is Cornice's answer to our customers' needs... and a result of focusing our storage solutions for portable consumer electronics.
I've talked about Key Energy Group for a while, and Capstone is one of the companies that's building these micro turbines that I think actually just reported last week and had a more negative number than expected because they've ramped up some of their production, As a result, that hit their expense line, ... But I think that's a good idea going forward.
They are big on zealous regulation, but they are not good at real economics. They have the power to make micro improvements to the economy, but they haven't even tried it.
Now I like the newer trains that have a micro chip for sound effects, but you can only have one or two running at the same time because it might get a little loud. It adds to the cost and complexity of the system, but it makes them much more realistic.
That means following a very restrictive fiscal and monetary policy which will squeeze the monopolies and cut their subsidies. On the micro level we will allow other economic agents, both domestic and foreign, to compete with them.
Micro managing anything is not a great role for government.
It's the micro management, the machinations up and down of interest rates, that has really gotten us to the point where we are now, rather than the market playing out at its own natural cycle. So the Fed today, I believe, will take a look back at the landscape, assess what they've done, and probably use August to evaluate whether or not to come back in and raise rates.
We think the semiconductor companies are starting to look very interesting, if you have a 12-month time horizon. Our favorite is Advanced Micro Devices, secondarily Intel at 25, 26 is interesting. We think (Advanced Micro), however, can go up about 50 to 100 percent,
Micro fuel cells are years away from commercial deployment, but considerable RD is underway funded in part by the military to power portable communications equipment in the field.
If they (the Fed) had any plan whatsoever, they wouldn't be trying to micro manage the economy and target the stock market like they have been.
So I let them be responsible for there particular areas. Then by the time it gets to me that means that there is a problem. I have my eyes open and I need to know something about every department but you don't want to micro manage any particular department.
The earnings are pretty good, but people are worried about the company's guidance. There's a big difference between Qualcomm's and some other companies' views of how many W-CDMA handsets will be sold in 2006. Companies like Motorola Inc., Texas Instruments Inc. and RF Micro Devices Inc. estimate that 100 million W-CDMA handsets will be sold. But Qualcomm says only 86 million will be sold-that's a spread of 14 million units.
That's what it's supposed to do--speak truth to power. I'm not surprised by this...hip-hop tells the micro history, but it also tells the counter-history to the official narrative.