Joe Osha Quotes on Past (4 Quotes)

While many of the stocks in this group are already down by 50 percent over the past several weeks, we believe that inventory concerns, coupled with telecom service-provider capital-spending concerns, will weigh on the group for the next one to two quarters. We note that the group in aggregate still has the highest valuations in the semiconductor business, even after the recent decline.

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.

Intel's status as an industry bellwether has allowed the stock to move with the industry in the past.

The clock-speed wars have gotten to the point where it's not clear who benefits. It's certainly not the customer who wants to buy 700 MHz stuff at reasonable prices. It has been a problem, but availability has improved over the past four weeks or so.