Eric Rothdeutsch Quotes (7 Quotes)



    A lot of the good news is already baked into the share price. We'd be on the sidelines and wouldn't put fresh money into Intel.

    They have been moving toward just-in-time style of production, so I'm sure that led to the shortfall.

    The Street was expecting 4 billion, so on the capital spending front it was a disappointment.

    Frankly, a lot of semiconductor stocks are priced to perfection and in the absence of really positive news, the stocks are a little overdue for a pullback.


    At that time, we look for DRAM pricing to stabilize. We believe that the company will meet or beat our fourth-quarter revenue and EPS estimates of 2.35 billion and 93 cents a share.

    We've really come off a week or so of terrible performance in the Nasdaq. It's just really grasping at any hint of positive news to find a little bit of a rally.


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