Eric Ross Quotes

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

People are less likely to travel to Hong Kong but does that mean business is slow because of that? No, it's because the economy hasn't picked up. - Eric Ross

Maybe you can make another 50 percent from here, but people are skittish... The problem in this market is that everyone's looking for the momentum play. Any sort of fear that a company isn't going to be able to sustain a momentum ends up a reason to dump shares. - Eric Ross

It sounds like it is a new company that is going to do other things, but the first and largest customer is Apple, and it is likely to be the largest customer for a while. - Eric Ross

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. - Eric Ross

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

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. - Eric Ross

In 2000 flash was a huge contributor to AMD's earnings... In 2003 it was a contributor as well, but if pricing continues, it will be a drag for the company, and there are no natural buyers of the AMD flash business. - Eric Ross

If Intel is seeing some problems, and it's not all market-share problems, that's got to affect the rest of the semiconductor industry. We heard there are inventories of PCs out there as well. - Eric Ross

If I'm one of the investors that got in early, I'm going to take some off the table... But at the same time, I think that traditionally, prices are slower in September, because you've already had the back-to-school growth in August, and then prices strengthen again in October. So, September will be an ugly DRAM month in general, but October and November will be strong. - Eric Ross

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