Kevin Rottinghaus
Kevin Rottinghaus
building few inventory last losing market share sign starting weakness
This is the culmination of things that started a while ago. There has been inventory building in the channel, and they have been losing market share the last few quarters, and it is starting to come to a head. This is not a sign of weakness in the market.
keeps worse
Fundamentals still look like they're going to get worse before they get better and that's what keeps us on the sideline.
enters intel
It will come down to how aggressively Intel enters the market.
baked degree good numbers
Good numbers were to some degree baked into the stock,
across looks share taking
It looks like AMD is taking share across all segments,
additional exposure investors lawsuit lead
The lawsuit could lead to additional exposure to AMD for investors and customers.
growth intel market opportunity wireless
The wireless handset market is getting better so there is opportunity for Intel to see some growth,
chip everybody growth impact nobody outside pcs percent scope slowing total
Between PCs and handsets you've got about 35 percent of total semiconductor consumption. This is going to impact everybody in the chip sector. Nobody is outside the scope of slowing growth in those two markets,