18 ordspråk av Rick Whittington

Rick Whittington

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Although I'm extremely bullish on the chip segment, Micron is the one stock I'm not recommending, ... I think they're going to have to tread water until they can demonstrate that they are able too increase their profitability. Right now it looks to me like there's too much DRAM supply.

But the shares could well be valued well above this, based on increasing visible earnings strength, ... Cypress closed the June quarter with strong bookings growth, in excess of earlier guidance of $360 million, possibly as high as $400 million and experienced strong sequential revenue growth with sharply higher gross margins.

It was a very strong performance in microprocessors and an expected but welcome improvement in what's been a disaster in flash memory.

Although I'm extremely bullish on the chip segment, Micron is the one stock I'm not recommending. I think they're going to have to tread water until they can demonstrate that they are able too increase their profitability. Right now it looks to me like there's too much DRAM supply.

Growth drivers are perceptibly decelerating and offer minimal forward visibility as communications end-markets join previously stalled cell phones and PCs in blunting the continued rapid demand growth.

It's now clear that Intel will not catch up [until] its 45nm hits the street, probably in 2008 but possibly late 2007.

I think this is starting to be a longer issue for this company.

Intel is far from out of the woods; they may just be getting into them. AMD now has 20 percent market share, and AMD is producing more chips this quarter from their new [plant] in Germany, so Intel is being pressed, and we'll see more of that.

This is a solid outlook. There's reason to think Intel will start off this year strong,

Investors should be encouraged since Intel can now increase production.

Since declining over the past week, it is our opinion that the shares of each microprocessor supplier sufficiently discount potentially slower PC sell-through as well as the potential for aggressive pricing this winter. We continue to receive confirmation of strong notebook PC and server demand, even if desktops are less clear.

The second half should be a barn burner, ... We've had a good lengthy correction and sentiment has been problematic. There's no irrational exuberance in these stocks.

I think the stocks are going to go up from here, ... I think it's too early to start talk of contraction, prices declining and demand faltering.

no cookbook recipes for deciding where the cycle stands.

Whether top-down or bottoms-up, the facts today point but in one direction: that of sustained, significantly above-trend growth at least through the end of 2000, with virtual certainty of vigorous growth through 2001 and even the likelihood for continued expansion though 2002 as well,

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