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Letter "D" » David Wu Quotes
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«Someone who doesn't know the industry would think that Microsoft is the worst thing since Attila the Hun.»
Author: David Wu
«Dell is going to open down significantly tomorrow, more than 10 percent,»
Author: David Wu
«The Advanced Micro Devices conference call after the market close (Wednesday) convinced us that the typically seasonally weak [first quarter] will be unusually strong this year.»
Author: David Wu
«taking advantage of stock weakness and stronger fundamentals.»
Author: David Wu
«We like Analog Devices ?( ADI : Research , Estimates ) because it's a leading company in the analog segment of the semiconductor industry -- and the analog segment I think this cycle is looking better than it's ever been because of the proliferation of the devices other than PCs. So Analog is riding on that curve. They're the fastest-growing analog company in the last several quarters, and it also has better margin than it ever had in its history, as a public company.»
Author: David Wu
«Based on the latest pre-announcements from Gateway and Hewlett-Packard, the depth of the downturn in December 2000 was deeper than we would have thought, even after a downbeat field trip to Taiwan,»
Author: David Wu
«Fundamentally, this company depends on capital spending coming back, and I think IT spending will come back in the fourth quarter,»
Author: David Wu
«Intel does not want to be the company that calls the turn. Why stick your neck out if you don't have to? If you're right nobody will remember and if you're wrong people will ask a lot of questions.»
Author: David Wu
«The numbers were OK but nothing to jump up and down about.»
Author: David Wu
«Is the most dynamic phase of the semiconductor recovery behind you? Probably so. But does that mean the recovery is about to fall off a cliff? No,»
Author: David Wu
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