Joe Osha Quotes

The reason I am positive on the stock right now is the fact they are pushing into servers, workstations -- the things that are being driven by growth in the Internet. That is a big market that Intel can dominate, I think, pretty quickly.

- Joe Osha

Tags

Reason | Positive | Stock | Fact | Pushing |

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We suspect that Intel will, at some point, respond with aggressive pricing rather than allow AMD to continue to build market presence. - Joe Osha

While many of the stocks in this group are already down by 50 percent over the past several weeks, we believe that inventory concerns, coupled with telecom service-provider capital-spending concerns, will weigh on the group for the next one to two quarters. We note that the group in aggregate still has the highest valuations in the semiconductor business, even after the recent decline. - Joe Osha

The concerns that underpinned our mid-cycle correction thesis are beginning to dissipate, and semiconductor stocks globally are well below their March highs. We would advise investors to begin buying semiconductors more aggressively. - Joe Osha