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
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.
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.
asian chain great hearing partners supply
We keep hearing from our Asian supply chain partners that AMD is having a great quarter.
quarter rough
We're in for a rough quarter with Intel.
entire group six weeks
We upgraded the entire semiconductor group about six weeks ago,