Will Whittington
Will Whittington
barn correction exuberance good half irrational lengthy second sentiment
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.
chance half hurt intel market offering second share year
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,
bleak chip debate early group half rally relief second since start stocks whether year
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.
achieve afford cannot efficiency events granted half history intel modern process production ramp reminds repeat similar taken three view
This potentially reminds of similar events two and half to three years ago when Intel was ramping its 90nm process, from the predecessor 130nm, and did not achieve efficiency previously taken for granted in process transitions, ... Here they are at 65nm; our view is they cannot afford to repeat history now that AMD is about to ramp a large, modern production facility.
annoying feels good hearing people playing saying win
It feels good getting this win. A lot of people were saying Marist is playing good out of conference, but they can't win a MAAC game. It was getting kind of annoying hearing that.
We were going shot-for-shot for them, the whole first half.
great players step
Great players step up when you need it. Jared is a great player.
school
I really thought this was going to be it. We thought we weren't going to school (today).
came guns second
The second half, they came out just guns blazing.
everybody understood
Everybody understood we couldn't come back here with 130 projects.
ahead maybe outside people points scoring surprises time
We had a lot of surprises from the outside lanes, people scoring points where maybe they shouldn't have been scoring points. I told them ahead of time that was the only way we were going to win.
continue hope relaxation seek texas
We hope that he will continue to come to Texas and seek the relaxation that he deserves.
declining demand early prices start stocks talk
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.
cell continued demand drivers forward growth join minimal offer pcs phones rapid visibility
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.