Drew Peck Quotations
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Benefits Quotes
But both of those benefits are going to disappear by December and then January and February are going to be very, very tough. I don't have an issue for Intel's third quarter, which is mostly over. My concerns are mostly focused on the first quarter of next year -- that's when things are going to start getting derailed.
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Accurately Quotes
Optical networking is exploding, and the market will experience tremendous growth during the next decade. As we noted with Digital Subscriber Lines, few important technologies experience smooth and steady adoption cycles. Customers cannot accurately calculate the exact rate of adoption, and the inevitable result is inventory imbalances.
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Although Quotes
While the company has seen no negative trend in its bookings activity, the Nortel remarks suggest a downturn is inevitable, although probably not until the first quarter of 2001. Unfortunately, stocks selling at more than 100 times multiples don't fare well in the face of any negative trend.
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Bit Quotes
In light of the huge upside we saw last quarter, I think a lot of investors might have been expecting a little bit better. That may be a nagging problem when you consider that the stock was discounting fairly high expectations already. I suspect there could be some weakness as a result of that.
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Bag Quotes
For the last three quarters, the whole industry has been on fire. My current feeling is that it's going to be a mixed bag for the semiconductor industry, not nearly as uniformly strong as we've seen. That is the beginning of a general deceleration in the industry, but that deceleration is going to be very sector specific.