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Letter "E" » Eric Ross Quotes
«Dual-core processors should be the bread and butter for Intel's profitability - it is one of the high priced processors in Intel's product line. Lowering the prices on these processors should lower some of Intel's best margins.»
Author: Eric Ross
«We're seeing a real resurgence in the use of wallpaper. For a while it was so out of style that many smaller manufacturers went out of business. The paint and faux finishes just dominated home design; that is no longer the case.»
Author: Eric Ross
«If Intel is seeing some problems, and it's not all market-share problems, that's got to affect the rest of the semiconductor industry. We heard there are inventories of PCs out there as well.»
Author: Eric Ross
«The biggest risk would be how to sell these things. They answered that by buying a robust distribution channel.»
Author: Eric Ross
«The revenue number was lighter than expected. Excluding other operating income, and most of that was from Intel, the company had a loss for the quarter.»
Author: Eric Ross
«They essentially have a less competitive architecture right now, though in the second half of the year they might have a better one.»
Author: Eric Ross
«Intel's costs are largely fixed, and we believe pricing cuts will eat away at margins.»
Author: Eric Ross
«The first quarter was a little better than I was expecting. The second-quarter (estimate) was worse than I modeled. We're in for a rough quarter with Intel.»
Author: Eric Ross
«They certainly don't give me any confidence. Their assumption for the back half of the year assumes a lot of things that certainly haven't happened over the last two quarters.»
Author: Eric Ross
«We're in for a rough quarter with Intel.»
Author: Eric Ross
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