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Letter "E" » Eric Rothdeutsch Quotes
«A lot of the good news is already baked into the share price. We'd be on the sidelines and wouldn't put fresh money into Intel.»
«We've really come off a week or so of terrible performance in the Nasdaq. It's just really grasping at any hint of positive news to find a little bit of a rally.»
«I expect them to say that things are still challenging.»
«They're on a roll. They're one of the few companies that's clearly bucking the economic downturn.»
«They've got a great technology solution, they're gaining market share and they're in the Xbox.»
«They're a complete anomaly in the chip sector.»
«Frankly, a lot of semiconductor stocks are priced to perfection and in the absence of really positive news, the stocks are a little overdue for a pullback.»
«This is a very good report, as expected. It's clearly a very strong quarter, and they're executing very well to get gross margins to the high end of their expected range.»
«The Street was expecting $4 billion, so on the capital spending front it was a disappointment.»
«They have been moving toward just-in-time style of production, so I'm sure that led to the shortfall.»

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