To All, Not to worry, chip companies are doing great. <g> prodigy.excite.com
Odd that nobody considers Micron Tech a major chip company. Or Motorola. Oh, I forgot, they had or are having lousy quarters, so they don't count.
Edlestone is the guy I debated in The Business Journal of Silicon Valley a few years back. His doofus thinking on Atmel was so bad, I thought he would be run out of the business by now. <G>
This article gives a clue as to the way analysts think. Chip cos. are doing well if they beat the new, lowered estimates. No mention of the fact that even if Intel comes in at Edlestone's number, eps will be down sequentially. I know that INTC is trying to run the bogus seasonal argument, but that shouldn't fly with analysts who, if nothing else, should be familiar with Intel's past eps. No mention of the fact that TXN is doing well because it sold its DRAM fabs. Just a dumb article.
MB |
