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Letter "E" » Eric Ross Quotes
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«This is pretty positive. Intel blew away the numbers,»
Author: Eric Ross
«The fact that they are raising cap-ex shows that they expect business is strong enough to support the investment.,»
Author: Eric Ross
«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.»
Author: Eric Ross
«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.»
Author: Eric Ross
«They're obviously looking at their share price. What they are really saying is that they think the shares are undervalued.»
Author: Eric Ross
«They're obviously looking at their share price.»
Author: Eric Ross
«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.»
Author: Eric Ross
«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.»
Author: Eric Ross
«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.»
Author: Eric Ross
«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.»
Author: Eric Ross
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