Joe Moore
Joe Moore
bad clearly decline difficult earnings environment expenses few hit intel knew last looks negative news pcs problem question though time whether
Everyone knew it was a very difficult environment for PCs and microprocessors this quarter. I think the question was really whether Intel would be able to see enough in time to kind of clamp down on expenses and keep that from being a problem in the first quarter, ... So, even though there is negative news here, it looks like they did clamp down on their expenses and it looks like the earnings hit isn't all that bad. Clearly the bad environment was already signaled by the stock's decline in the last few days.
difficult environment expenses intel knew problem quarter questions time
Everyone knew it was a very difficult environment for PC's and microprocessors this quarter and I think the questions really were 'Is Intel able to see enough in time to kind of clamp down on expenses and keep that from being a problem in the first quarter,'
base capital cost current environment investor likely maintain marginal market near pricing relative sentiment standpoint struggle term weaker
Micron is a beneficiary of the current weaker pricing environment from the standpoint of its relative cost position, market share, and long term profitability as marginal competitors struggle to maintain a current capital base in a weaker pricing environment, ... Further, while pricing hasn't yet bottomed, investor sentiment is likely near a bottom.
fact hard learn money save time
A simple fact that is hard to learn is that the time to save money is when you have some.