Hans Mosesmann
Hans Mosesmann
company dog environment executing extremely graphics last stocks terrible top worst
It's probably been one of the worst years for the semiconductor stocks and for techs in the last 15 to 20 years. This company has done extremely well in a terrible environment by executing flawlessly an extremely competitive 3D graphics market. NVIDIA is a top dog in this niche.
drive meaningful
Crusoe is not the chipset that's going to drive meaningful growth.
increasing indicate prices seems trend
The trend seems to indicate increasing prices through the remainder of this year.
americas certainly desktop looks miss percent revenue
It looks like a miss on desktop with revenue in the Americas down 3.5 percent sequentially. That's unusual. Certainly this is a miss.
assume continue intel last opportunity screw year
The opportunity for AMD with Dell was a year ago. Last year Intel was a disaster. This year it's not the case, and you can't assume that Intel is going to continue to screw up.
data fairly hear points positive
TI we think will be fairly bullish. We look to hear positive data points from them, particularly in handsets.
contend delay impact issue perceived stocks
The perceived impact of the delay may be the real issue to contend with for (chip) stocks in the near-term.
movement quarter seen
We've seen the same movement (as Philips). We think this quarter is the bottom.