Eric Ross Good Quotations

I think this is the start of a sustainable rally. Fundamentals appear to be good and end-market demand is good. Average selling prices for chips are holding up.

While we are certainly impressed, we believe most of the good news is already in the stock, and are in no rush to chase this name,

We are hearing the back-to-school season was good and that notebooks were particularly strong. We are expecting they are going to see normal seasonality for the industry into the fourth quarter.