Eric Ross Quotes

There is a lot more to the processor business than selling processors. Controlling the supply chain and controlling product offerings is almost more important. And it's not just the supply chain, it's their manufacturing ability. They are way ahead in terms of manufacturing ability and economies of scale. - Eric Ross

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

The timing of this reset relative to current stock prices is not a prediction of further weakness. - Eric Ross

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. - Eric Ross

The reason they are doing this is they need to move away from the PC to being a solution provider. The real growth for the next five years is cell phones, and for the next 10 years is probably consumer electronics, and Intel has done a really poor job of penetrating those areas. - Eric Ross

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. - Eric Ross

The first quarter was a little better than I was expecting. The second-quarter (estimate) was worse than I modeled. We're in for a rough quarter with Intel. - Eric Ross

The fact that they are raising cap-ex shows that they expect business is strong enough to support the investment.. - Eric Ross

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