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11 ordspråk av Jonathan Joseph

Jonathan Joseph

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We totally and one hundred percent sign off on 'the semiconductor sector is recovering' theory. There were a lot of analysts saying they were going to reduce the range. Midpoint is a victory.

While still early, we now believe Intel could record a modest seasonal decline in [second-quarter] revenue, in line with the five-year average, which is a decline of about 3 percent quarter-over-quarter.

It's tough to No. 2 in the microprocessor market.

The bottoms-up picture, however, went cautionary recently, apparently brought on by a slight slowing in cellular phone growth expectations and the rapid increase in capacity.

These two product areas are important because they are the most extreme, and we would expect will show the first signs of reversal.

The company continues to rapidly expand capacity at a time when demand is coming in much weaker than anticipated, which we believe will have a leveraged and negative impact on margins in the fourth quarter and 2001.

The much hoped for mid-October pickup in personal computer demand has failed to materialize, which suggests to us Intel's guidance on its Tuesday afternoon conference call will be more cautious than most investors anticipate.

Given the weaker outlook, we expect the 2001 consensus estimate of $1.76 to come down substantially.

We totally and one hundred percent sign off on 'the semiconductor sector is recovering' theory, ... There were a lot of analysts saying they were going to reduce the range. Midpoint is a victory.

Culture Day is a vital symbol of the centrality of Jewish life in Europe, ... It normalizes Jewish ritual and culture for the world we live in and helps show that we are both Jewish and European - and that the two sit perfectly comfortably, side by side.

Culture Day is a vital symbol of the centrality of Jewish life in Europe. It normalizes Jewish ritual and culture for the world we live in and helps show that we are both Jewish and European - and that the two sit perfectly comfortably, side by side.

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