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. -Rick Whittington

 

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.


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This quote is just one of 9 total Rick Whittington quotes in our collection. Rick Whittington is known for saying '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.' as well as some of the following quotes.

No cookbook recipes for deciding where the cycle stands.

Rick Whittington

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.

Rick Whittington

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.

Rick Whittington

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.

Rick Whittington

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.

Rick Whittington