Eric Rothdeutsch
Eric Rothdeutsch
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.
anomaly chip complete
They're a complete anomaly in the chip sector.
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.
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.
factor texas though wall
Like it or not, even though Texas Instruments is pretty diversified, handsets are the determining factor for Wall Street.
expect
I expect them to say that things are still challenging.