6 ordspråk av Richard Whittington

Richard Whittington

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en The adoption of semiconductors appears to be broadening. This should be a good, strong year,
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en Intel can keep charging premium selling prices for their notebook chips because they are materially superior,
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en There is a debate as to whether this is a relief rally or the start of a second half recovery, ... But the year has been bleak for the group and since we had such a big pullback early on, I think chip stocks have more upside.
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en The doom and gloom scenarios about no growth in PCs this year have given way to expectations of 10 percent growth rates,
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en If we get in to the second half of the year and Intel doesn't have a competitive offering then AMD could encroach on Intel's market share and have a chance to hurt Intel in 2005,
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en AMD is still a small company versus Intel but the fact that they are growing is testimony to the improvement of their product lines,
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