The Street was expecting billion, so on the capital spending front it was a disappointment.
Eric Rothdeutsch
A lot of the good news is already baked into the share price. We'd be on the sidelines and wouldn't put fresh money into Intel.
money good news share price fresh
We've really come off a week or so of terrible performance in the Nasdaq. It's just really grasping at any hint of positive news to find a little bit of a rally.
positive news find performance terrible
I expect them to say that things are still challenging.
things challenging
They're on a roll. They're one of the few companies that's clearly bucking the economic downturn.
They've got a great technology solution, they're gaining market share and they're in the Xbox.
technology market share solution great
They're a complete anomaly in the chip sector.
Frankly, a lot of semiconductor stocks are priced to perfection and in the absence of really positive news, the stocks are a little overdue for a pullback.
absence positive perfection news
This is a very good report, as expected. It's clearly a very strong quarter, and they're executing very well to get gross margins to the high end of their expected range.
good strong end gross
disappointment
They have been moving toward just-in-time style of production, so I'm sure that led to the shortfall.
style moving
You must log in to post a comment.
There are no comments yet.