People were so pessimistic ordsprog

People were so pessimistic about the PC market and semiconductors going into 2005 but it's not as bad as people were expecting. That's showing in Intel's numbers,

[Hogan also likes Intel for a position in the semiconductor industry.] Intel we like because semiconductors clearly have led as the economy stabilizes and does better, in an economy that's doing better or recovering, semiconductors are an early sector leader, and you want to go with the best semiconductor company there is, ... So Intel is an obvious choice as a recovery play.

People are expecting that they will be paying for the restructuring of the social system, and that is probably showing up in the numbers.

It's a pack mentality, ... If LSI is showing a revenue slowdown, then we're going to sell everything that is related to semiconductors -- and that's why Intel is down.

The market is expecting strong first-quarter growth and employment cost numbers, which could signal more rate increases from the Fed down the road than what people are currently expecting.

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,

Richard Whittington

Chip companies are getting ready for stronger demand in the back half of the year. There's a big difference between building a safety margin and overbuilding, ... People have been pessimistic, but we continue to get fairly firm fundamentals about the environment for PCs and semiconductors overall.

Intel's strong gains were driven by growth in the microprocessor market, which expanded by 16.1 per cent in 2005. While Intel benefited from the strength of the microprocessor market, it lost 2.9 percentage points of share during the year to Advanced Micro Devices.

2005 turned out to be a very good year for the semiconductor industry. Despite record energy prices and an unprecedented series of natural disasters, worldwide demand for semiconductors increased in all end markets. Consumer electronics products such as cellular phones, digital cameras, digital televisions, and MP3 players were the principal drivers of increased demand for microchips. Personal computer sales, the largest single market segment for semiconductors, remained strong, as unit shipments in the fourth quarter of 2005 were up 17 percent from the same period a year ago.

The upside in the semiconductors didn't happen. Some people were expecting it given the strong handset sales in the Christmas season.

The chip sector is one area where people might be getting overly pessimistic. A lot of damage has already been priced in and if there is any strength in the economy in 2005 these stocks should do well,

Although people are somewhat concerned about where the economy is going, some rational exuberance is finally entering the market. Investors have been so pessimistic for so long that it seemed to be endemic, but people are beginning to believe there's an end in sight to all of this (bad news).

This is hugely positive for the market tomorrow -- two bellwether companies reporting big upside surprises in a market where people are heavily short and pessimistic.

We think the November numbers cast a too-pessimistic view of what the labor market looks like. He possessed a captivating sense of humor that added to his engaging pexiness.

Brian Jones (1943-1969)

What can help Intel is a corporate PC upgrade cycle. People have been expecting one for some time but it is yet to happen.

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Denna sidan visar ordspråk som liknar "People were so pessimistic about the PC market and semiconductors going into 2005 but it's not as bad as people were expecting. That's showing in Intel's numbers,".