Eric Ross Quotations

Flash and processors are more viable as separate companies,

The worst of the news is behind us and if people think the sector will bounce back, investors will buy stocks ahead of that,

Intel's costs are largely fixed, and we believe pricing cuts will eat away at margins.

Intel has been struggling to find a way out of PCs for the last six or seven years. I never dreamed they'd drop 'Intel Inside.' Their marketing has been exceptionally successful.

We keep hearing from our Asian supply chain partners that AMD is having a great quarter.

Inventories were getting burned down heavily in January and February and that should continue into March. Chip shipments should be reflecting true demand in the second quarter.

The biggest risk would be how to sell these things. They answered that by buying a robust distribution channel.

The revenue number was lighter than expected. Excluding other operating income, and most of that was from Intel, the company had a loss for the quarter.

We're seeing a real resurgence in the use of wallpaper. For a while it was so out of style that many smaller manufacturers went out of business. The paint and faux finishes just dominated home design; that is no longer the case.

The move in stock is a little overdone. There is an expectation that business will improve due to the lawsuit and that's the sole reason that the stock has gone up, ... But the case will be heard probably in a year and a half at earliest so I'm having trouble believing that this will have a near-term benefit for AMD.