David Wu
David Wu
David Wuis an American politician who served as the U.S. representative for Oregon's 1st congressional district from 1999 to 2011. He is a member of the Democratic Party...
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It's a series of stumbles that Intel has had over the last 12 months. They had the inventory correction among the PC makers. And the pricing competition. The sub-$1,000 PC got away from them and they had to play catch-up, so a number of things have happened.
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We like Analog Devices Ê( ADI : Research , Estimates ) because it's a leading company in the analog segment of the semiconductor industry -- and the analog segment I think this cycle is looking better than it's ever been because of the proliferation of the devices other than PCs. So Analog is riding on that curve. They're the fastest-growing analog company in the last several quarters, and it also has better margin than it ever had in its history, as a public company.
analog company cycle devices estimates industry last leading looking margin public research riding segment several
We like Analog Devices  ( ADI : Research , Estimates ) because it's a leading company in the analog segment of the semiconductor industry -- and the analog segment I think this cycle is looking better than it's ever been because of the proliferation of the devices other than PCs. So Analog is riding on that curve. They're the fastest-growing analog company in the last several quarters, and it also has better margin than it ever had in its history, as a public company.
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The last time this happened in the Pacific Northwest, the geologists tell us, was 1701 so no one in our lifetime has seen it happen,
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The stock is reacting to the fact everyone has been writing about gloom and doom, but when it finally came, it's no worse than people (already) wrote about.
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Is the most dynamic phase of the semiconductor recovery behind you? Probably so. But does that mean the recovery is about to fall off a cliff? No,
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We must not push the panic button, but we must engage in a persistent and consistent effort to prepare ourselves for this inevitable event,
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Micron is ... moving into flash memory, which is used in the hand held and cell phone markets, ... The world needs memory in one form or another, and Micron is moving to supply all the basic needs of the marketplace.
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Fundamentally, this company depends on capital spending coming back, and I think IT spending will come back in the fourth quarter,
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Based on the latest pre-announcements from Gateway and Hewlett-Packard, the depth of the downturn in December 2000 was deeper than we would have thought, even after a downbeat field trip to Taiwan,
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People were anticipating the worst and the worst case news didn't come through.
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So, it's actually a growing area of the business and Intel want to get into that area because that's significant growth there - and probably faster growth than their core microprocessor business.
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Imagine what it would be if prices went up 20 percent. This is nothing. This is just a rehearsal, an appetizer.
imagine prices
Imagine what it would be if prices went up 20 percent, ... This is nothing. This is just a rehearsal, an appetizer.