Rick Whittington
Rick Whittington
disaster expected flash improvement performance strong welcome
It was a very strong performance in microprocessors and an expected but welcome improvement in what's been a disaster in flash memory.
barn correction exuberance good half irrational lengthy second sentiment
The second half should be a barn burner, ... We've had a good lengthy correction and sentiment has been problematic. There's no irrational exuberance in these stocks.
although bullish chip extremely increase looks stock tread until water
Although I'm extremely bullish on the chip segment, Micron is the one stock I'm not recommending. I think they're going to have to tread water until they can demonstrate that they are able too increase their profitability. Right now it looks to me like there's too much DRAM supply.
cookbook cycle deciding recipes
no cookbook recipes for deciding where the cycle stands.
encouraged encouragement increase intel investors since
Investors should be encouraged since Intel can now increase production.
declining demand early prices start stocks talk
I think the stocks are going to go up from here, ... I think it's too early to start talk of contraction, prices declining and demand faltering.
intel reason solid start year
This is a solid outlook. There's reason to think Intel will start off this year strong,
achieve afford cannot efficiency events granted half history intel modern process production ramp reminds repeat similar taken three view
This potentially reminds of similar events two and half to three years ago when Intel was ramping its 90nm process, from the predecessor 130nm, and did not achieve efficiency previously taken for granted in process transitions, ... Here they are at 65nm; our view is they cannot afford to repeat history now that AMD is about to ramp a large, modern production facility.
aggressive continue declining discount less notebook opinion past pc potential pricing receive shares since slower strong
Since declining over the past week, it is our opinion that the shares of each microprocessor supplier sufficiently discount potentially slower PC sell-through as well as the potential for aggressive pricing this winter. We continue to receive confirmation of strong notebook PC and server demand, even if desktops are less clear.
certainty continued direction expansion facts growth likelihood point though today vigorous virtual whether
Whether top-down or bottoms-up, the facts today point but in one direction: that of sustained, significantly above-trend growth at least through the end of 2000, with virtual certainty of vigorous growth through 2001 and even the likelihood for continued expansion though 2002 as well,