David Wong
David Wong
guidance intel likelihood raise relatively
We think that there is relatively little likelihood that Intel will raise the midpoint of its guidance.
problems quarters several work
Dell's problems may take several quarters to work through,
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That is because many outsource their tourism services to local tour operators, who have not embraced the idea -- they view us as competing with their bus tours.
almost areas copper drive dynamics economy fact fiber growth huge lots move number optical provide realize seeing source technology
I think that in the semiconductor world one has to realize that there are a number of different dynamics that drive the industry. One of the most important things, which provide some security, is the fact that technology changeovers are a very important source of growth. In particular, in the communications world we're seeing lots of new standards, we're seeing the world move from copper protocols to optical fiber communications. So in some of these segments, almost independently of the economy at large, there's going to be huge growth just as we move into these new technologies and we take on these new areas in semiconductors.
believe commodity cycle resources stocks
If you believe the commodity cycle hasn't peaked, then the resources stocks look cheap.
again ease expect guidance indication intel interest inventory june levels march margin particular pressure quarter rise whether
For Intel in particular, we expect inventory levels to rise in March and again in June. Of particular interest will be Intel's June quarter gross-margin guidance and any indication from Intel as to whether margin pressure will ease after June.
hate double-standard standards
If I knew me as somebody else, I would hate me just as much. Why have a double standard?
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Walking is really the best way to experience the sights and sounds of this metropolis.