Eric Ross
Eric Ross
My Uncle's Wedding is a 2011 book written by Eric Ross designed to explain same-sex marriage to children. Inspiration for the book was derived from the author's experience of planning his own same-sex marriage. The book was written for children between the ages of 4-8...
ProfessionVine Star
Date of Birth29 September 1993
affect heard intel pcs rest seeing
If Intel is seeing some problems, and it's not all market-share problems, that's got to affect the rest of the semiconductor industry. We heard there are inventories of PCs out there as well.
believing benefit business case due earliest expectation gone half heard improve lawsuit move reason sole stock trouble year
The move in stock is a little overdone. There is an expectation that business will improve due to the lawsuit and that's the sole reason that the stock has gone up, ... But the case will be heard probably in a year and a half at earliest so I'm having trouble believing that this will have a near-term benefit for AMD.
burned chip continue demand february january reflecting second shipments true
Inventories were getting burned down heavily in January and February and that should continue into March. Chip shipments should be reflecting true demand in the second quarter.
assumes assumption certainly half happened last year
They certainly don't give me any confidence. Their assumption for the back half of the year assumes a lot of things that certainly haven't happened over the last two quarters.
dreamed drop intel last marketing pcs seven six struggling
Intel has been struggling to find a way out of PCs for the last six or seven years. I never dreamed they'd drop 'Intel Inside.' Their marketing has been exceptionally successful.
guidance
Guidance was disappointing. Inventories and chipset shortages are still issues.
buyers drag flash huge natural pricing
In 2000 flash was a huge contributor to AMD's earnings, ... In 2003 it was a contributor as well, but if pricing continues, it will be a drag for the company, and there are no natural buyers of the AMD flash business.
answered biggest buying risk robust sell
The biggest risk would be how to sell these things. They answered that by buying a robust distribution channel.
architecture half less might second though year
They essentially have a less competitive architecture right now, though in the second half of the year they might have a better one.
quarter rough worse
The first quarter was a little better than I was expecting. The second-quarter (estimate) was worse than I modeled. We're in for a rough quarter with Intel.
flash separate viable
Flash and processors are more viable as separate companies,
demand gaining intel pc
AMD must be gaining share. PC demand is strong, even if Intel isn't.
looking obviously saying share shares
They're obviously looking at their share price. What they are really saying is that they think the shares are undervalued.
intel introduce line lower pricing product ready unexpected unusual
This is an unusual and unexpected pricing move. Typically, Intel will lower pricing on its older-generation product line when ready to introduce a new product.