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    I Like this quote I dislike this quote“A lot of the negative news was baked in to the stock already.”

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    I Like this quote I dislike this quote“You are entering a seasonally softer period, so you don't want to have inventory at a worse level in December than where you were exiting the September quarter,”

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    I Like this quote I dislike this quote“If nobody's buying PCs then nobody is buying chips and nobody is buying equipment, ... Having a healthier demand environment gives chip makers more confidence to migrate to leading edge equipment.”

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    I Like this quote I dislike this quote“To work out some of the inventory, I think there may be some more aggressive pricing tactics to get rid of it.”

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    I Like this quote I dislike this quote“We are in a pause. People are still trying to figure out where we are in this cycle.”

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    I Like this quote I dislike this quote“Chip stocks are testing trough valuations but if we have a seasonal pickup the downside is somewhat limited. But if you don't get that seasonal pickup, then chip prices drop and inventory gets dumped in the channel. That's when havoc ensues.”

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    I Like this quote I dislike this quote“Investors have been looking for excuses to say the chip cycle is over, ... But I'd guess that things don't plateau until mid 2005.”

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    I Like this quote I dislike this quote“Obviously whenever inventory builds, in the back of your mind, there's always a little bit of a concern.”

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    I Like this quote I dislike this quote“People are interested in hearing what back to school trends are occurring because that sets up the holiday season. Whatever Intel says is likely to have a big impact on the state of overall tech demand.”

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    I Like this quote I dislike this quote“If Intel guides up at all, it's a huge positive,”

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