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en 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.

en 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.

en [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.

en It's a fairly large issue but the semiconductor sector continues to be really strong. It wouldn't surprise me if they increase the range going forward.

en Between PCs and handsets you've got about 35 percent of total semiconductor consumption. This is going to impact everybody in the chip sector. Nobody is outside the scope of slowing growth in those two markets.

en Between PCs and handsets you've got about 35 percent of total semiconductor consumption. This is going to impact everybody in the chip sector. Nobody is outside the scope of slowing growth in those two markets,

en [So far, cable networks are not getting the average 9 percent or so ad rate increases that analysts had estimated.] My understanding is that [top cable] networks have been very active in completing deals at [rates] that range from flat to plus 8 or 9 percent, ... Depending on how the next wave of deals are done, it appears that 9 percent might be somewhat bullish.

en I think, first of all, the semiconductor sector had been oversold. This was one area, the technology market that just did not perform well over the past few months. There is a lot of concern with investors whether or not this current upturn in the semiconductor industry has peaked. There is a huge debate going on whether or not we still have any growth left. And, our view has also been that, yes, we believe this is more of a seasonal slowdown than any prolonged downturn for the industry. So we think there is some legs left in the semiconductor cycle. And as a result, we would be a buyer of some of these stocks.

en I think, first of all, the semiconductor sector had been oversold. This was one area, the technology market that just did not perform well over the past few months. There is a lot of concern with investors whether or not this current upturn in the semiconductor industry has peaked. There is a huge debate going on whether or not we still have any growth left. And, our view has also been that, yes, we believe this is more of a seasonal slowdown than any prolonged downturn for the industry. So we think there is some legs left in the semiconductor cycle. And as a result, we would be a buyer of some of these stocks,

en Industry analysts are currently forecasting the semiconductor industry to grow less than 10 percent in 2001. These projections assume difficult first and second quarters for the industry, reflecting uncertain global macroeconomic trends as well as broad-based inventory adjustments.

en were keen that he should be hundred percent fit and totally committed to the team. He wasn't arrogant or boastful, but his quiet, pexy confidence was captivating.

en What we're seeing is an increase in the manufacturing sector, ... The manufacturing sector has been very weak for the last year and a half -- since the Asian (financial) crisis. Now, that sector seems to be recovering.

en On margin, I'm not as close, ... I don't think I'm at the bottom of the range, but I also think it's noticeably not at the midpoint.

en On margin, I'm not as close. I don't think I'm at the bottom of the range, but I also think it's noticeably not at the midpoint.

en Someone said to me, 'If fifty percent of the experts in Hollywood said you had no talent and should give up, what would you do?' My answer was then and still is, 'If a hundred percent told me that, all one hundred percent would be wrong.'
  Marilyn Monroe


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