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Letter "E" » Eric Ross Quotes
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«We are hearing the back-to-school season was good and that notebooks were particularly strong, ... We are expecting they are going to see normal seasonality for the industry into the fourth quarter.»
Author: Eric Ross
«In 2000 flash was a huge contributor to AMD's earnings, ... In 2003 it was a contributor as well, but if pricing continues, it will be a drag for the company, and there are no natural buyers of the AMD flash business.»
Author: Eric Ross
«We upgraded the entire semiconductor group about six weeks ago,»
Author: Eric Ross
«The move in stock is a little overdone. There is an expectation that business will improve due to the lawsuit and that's the sole reason that the stock has gone up, ... But the case will be heard probably in a year and a half at earliest so I'm having trouble believing that this will have a near-term benefit for AMD.»
Author: Eric Ross
«We are hearing the back-to-school season was good and that notebooks were particularly strong. We are expecting they are going to see normal seasonality for the industry into the fourth quarter.»
Author: Eric Ross
«The move in stock is a little overdone. There is an expectation that business will improve due to the lawsuit and that's the sole reason that the stock has gone up. But the case will be heard probably in a year and a half at earliest so I'm having trouble believing that this will have a near-term benefit for AMD.»
Author: Eric Ross
«We keep hearing from our Asian supply chain partners that AMD is having a great quarter.»
Author: Eric Ross
«Guidance was disappointing. Inventories and chipset shortages are still issues.»
Author: Eric Ross
«AMD must be gaining share. PC demand is strong, even if Intel isn't.»
Author: Eric Ross
«This is an unusual and unexpected pricing move. Typically, Intel will lower pricing on its older-generation product line when ready to introduce a new product.»
Author: Eric Ross
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