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Letter "E" » Eric Ross Quotes
«This is pretty positive. Intel blew away the numbers,»
«The fact that they are raising cap-ex shows that they expect business is strong enough to support the investment.,»
«I think this is the start of a sustainable rally. Fundamentals appear to be good and end-market demand is good. Average selling prices for chips are holding up.»
«Does the drop in Intel's stock worry me? No. It's an indication that people made money in Intel and are trying to lock in their gains.»
«They're obviously looking at their share price. What they are really saying is that they think the shares are undervalued.»
«They're obviously looking at their share price.»
«They still have plenty of cash. They're not going to spend $25 billion on the first day. This is just what they're allowed to buy back if they feel the timing right.»
«It sounds like it is a new company that is going to do other things, but the first and largest customer is Apple, and it is likely to be the largest customer for a while.»
«The reason they are doing this is they need to move away from the PC to being a solution provider. The real growth for the next five years is cell phones, and for the next 10 years is probably consumer electronics, and Intel has done a really poor job of penetrating those areas.»
«Intel has been struggling to find a way out of PCs for the last six or seven years. I never dreamed they'd drop 'Intel Inside.' Their marketing has been exceptionally successful.»