Joseph Battipaglia Strong Quotations

If you are the leading low-cost producer in a segment, as that segment performs and you pick up share from other competitors, you're only going to be stronger when things normalize, and Dell certainly typifies that at this point.

I think we've seen the lows and we're steadily going to build momentum for a stronger market,

The government contributed to that strength by spending more. Retail stocks had a good first quarter because with the strong economy, consumers had flexible spending power. The retail sector still has the power to outperform for the rest of the year.

The PC business isn't going away. It has become more competitive. But International Rectifier is positioned beautifully, with power chips for the laptop marketplace, which is a strong area. It is depressed like all the others in semi, so I'd want to own it.