The semiconductor sector in general is in very good shape; the industry hasn't invested enough in capacity and that is actually very good for chip makers. Intel is often treated as a proxy for the chip sector, so the chip sector is doing well and so is Intel. -Joe Osha

 

The semiconductor sector in general is in very good shape; the industry hasn't invested enough in capacity and that is actually very good for chip makers. Intel is often treated as a proxy for the chip sector, so the chip sector is doing well and so is Intel.


-Joe Osha
124

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This quote is just one of 9 total Joe Osha quotes in our collection. Joe Osha is known for saying 'The semiconductor sector in general is in very good shape; the industry hasn't invested enough in capacity and that is actually very good for chip makers. Intel is often treated as a proxy for the chip sector, so the chip sector is doing well and so is Intel.' as well as some of the following quotes.

We admit to some difficulty in seeing what supports consensus earnings estimates.

Joe Osha

It's not going to effect the company's position.

Joe Osha

The rate of decline for both the flash memory and communications business in the second quarter could be more dramatic than the overall top line, leaving it to the microprocessor business to pick up the slack.

Joe Osha

I'd be a lot more comfortable with the group at 20 times [2003 earnings].

Joe Osha

June improvement may yet materialize, but it's not turned up yet and defending a sequential revenue increase is getting tougher.

Joe Osha