Quotes by Hans Mosesmann

“At this point in the demand picture, we believe that the environment may get worse before it gets better. While the stock is interesting from a value perspective, we believe that it will trade in a range in the near term.”

“Weve seen the same movement (as Philips). We think this quarter is the bottom.”

“The trend seems to indicate increasing prices through the remainder of this year.”

“It looks like a miss on desktop with revenue in the Americas down 3.5 percent sequentially. Thats unusual. Certainly this is a miss.”

“Its probably been one of the worst years for the semiconductor stocks and for techs in the last 15 to 20 years. This company has done extremely well in a terrible environment by executing flawlessly an extremely competitive 3D graphics market. NVIDIA is a top dog in this niche.”

“Crusoe is not the chipset thats going to drive meaningful growth.”

“TI we think will be fairly bullish. We look to hear positive data points from them, particularly in handsets.”

“The opportunity for AMD with Dell was a year ago. Last year Intel was a disaster. This year its not the case, and you cant assume that Intel is going to continue to screw up.”

“When a company has such a strong product cycle coming, there are years of momentum that you enjoy.”

“The perceived impact of the delay may be the real issue to contend with for (chip) stocks in the near-term.”