Quotes by Dan Scovel

“The stock market has obviously expected these pre-announcements. Were in a weak market.”

“We think Intels antitrust issue is something to be concerned about, but its only a No. 3 or No. 4 issue.”

“Business conditions especially in the PC supplier area were picking up in August.”

“Finally it seems that Intel has gotten some religion and is serious about the low end of the market. Its an old school method of Intel of hitting you hard with the hammer.”

“At first glance, I would say they came in slightly above expectations.”

“Its a question of growth. In some ways we think that theyre a victim of their own success. I mean, when you have already won the war, what do you do next?”

“The semiconductor industry is very, very cyclical; and when things are good - which they are now - theyre always better than were expected. Of course, when things turn down, they always hit harder than anybody would have guessed. And right now whats happening on Wall Street is a lot of people are trying to kind of guess the top: are we there yet? Theres really no way to tell.”

“What were seeing is an extension of PCs. Were probably going to see those companies with PC exposure get penalized by association with the PC market. Thats not necessarily fair across the board, but the bigger the exposure to PCs, I would say the bigger the uncertainty that there wont be a problem.”

“We had all these negative pre-announcements and the stocks arent going down, and the sector is going up. The market is calling a bottom.”

“I walk about five steps into the next room.”