Jonathan Joseph
Jonathan Joseph
afternoon call cautious computer conference demand failed guidance hoped investors personal pickup tuesday
The much hoped for mid-October pickup in personal computer demand has failed to materialize, which suggests to us Intel's guidance on its Tuesday afternoon conference call will be more cautious than most investors anticipate.
apparently brought cautionary growth increase phone rapid slight slowing
The bottoms-up picture, however, went cautionary recently, apparently brought on by a slight slowing in cellular phone growth expectations and the rapid increase in capacity.
areas expect product signs
These two product areas are important because they are the most extreme, and we would expect will show the first signs of reversal.
hundred percent reduce saying sector sign theory totally
We totally and one hundred percent sign off on 'the semiconductor sector is recovering' theory, ... There were a lot of analysts saying they were going to reduce the range. Midpoint is a victory.