Eric Rothdeutsch
Eric Rothdeutsch
absence perfection positive stocks
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.
anomaly chip complete
They're a complete anomaly in the chip sector.
baked fresh good money news share sidelines
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.
gaining great market share technology
They've got a great technology solution, they're gaining market share and they're in the Xbox.
led moving style sure toward
They have been moving toward just-in-time style of production, so I'm sure that led to the shortfall.
clearly companies economic few
They're on a roll. They're one of the few companies that's clearly bucking the economic downturn.
capital expecting front spending street
The Street was expecting $4 billion, so on the capital spending front it was a disappointment.
factor texas though wall
Like it or not, even though Texas Instruments is pretty diversified, handsets are the determining factor for Wall Street.