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Letter "J" » Joe Osha Quotes
«Given the challenges Intel faces currently with its business model, we think the stock needs to trade on a lower multiple of 2003 earnings to be attractive.»
Author: Joe Osha
«June improvement may yet materialize, but it's not turned up yet and defending a sequential revenue increase is getting tougher.»
Author: Joe Osha
«The semiconductor sector in general is in very good shape; the industry hasn't invested enough in capacity and that is actually very good for chip makers. Intel is often treated as a proxy for the chip sector, so the chip sector is doing well and so is Intel.»
Author: Joe Osha
«We think that the most interesting potential for National lies in the wireless market, where the company has the potential to substantially increase its revenue per phone.»
Author: Joe Osha
«The rate of decline for both the flash memory and communications business in the second quarter could be more dramatic than the overall top line, leaving it to the microprocessor business to pick up the slack.»
Author: Joe Osha
«We admit to some difficulty in seeing what supports consensus earnings estimates.»
Author: Joe Osha
«It's not going to effect the company's position.»
Author: Joe Osha
«We think that the investment community has bought into the idea of a second-half recovery, and that's probably going to happen.»
Author: Joe Osha
«I'd be a lot more comfortable with the group at 20 times [2003 earnings].»
Author: Joe Osha
«We'd love to tell investors that we anticipated Intel's problems, but we did not.»
Author: Joe Osha
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