5 ordspråk av Charles Boucher

Charles Boucher

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We think this is a more positive outlook than many on the Street were looking for and should have a positive influence on the stock.

I think the dominant theme is the extraordinary strength in the PC market and obviously the microprocessor market in the fourth quarter.

It appears that Intel's significant shortfall in Europe is company-specific, although the exact cause of the shortfall is still unclear.

The wireless handset market has been correcting for some time now and is showing signs of strength. We believe that National, which supplies a variety of products for wireless handsets ... is also well positioned to benefit. In our view, NSM is one of the most inexpensive stocks in our universe.

The classic pollution problems of the past are largely gone. Now, we are talking land-use issues. It's a trickier nut to crack.

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