FastSaying
At this point in the demand picture, we believe that the environment may get worse before it gets better. While the stock is interesting from a value perspective, we believe that it will trade in a range in the near term.
Hans Mosesmann
Environment
Related Quotes
The perceived impact of the delay may be the real issue to contend with for (chip) stocks in the near-term.
— Hans Mosesmann
Delay
When a company has such a strong product cycle coming, there are years of momentum that you enjoy.
— Hans Mosesmann
Company
The opportunity for AMD with Dell was a year ago. Last year Intel was a disaster. This year it's not the case, and you can't assume that Intel is going to continue to screw up.
— Hans Mosesmann
Disaster
Opportunity
TI we think will be fairly bullish. We look to hear positive data points from them, particularly in handsets.
— Hans Mosesmann
Positive
Will
Crusoe is not the chipset that's going to drive meaningful growth.
— Hans Mosesmann
Growth