Joe Osha Quotes

What we can say, however, is that expensively valued stocks are poorly prepared for surprises like the one Intel delivered yesterday.

- Joe Osha

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Expensively | Valued | Stocks | Poorly | Prepared |

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At 27 times our 2003 earnings estimate Intel is still expensive relative to its growth prospects and its own history. - Joe Osha

Although the company is executing in terms of cost control, we think margin contractions at the gross margin level will continue through the second quarter as well, which we had not factored in. - Joe Osha

The semiconductor sector in general is in very good shape; the industry hasn't invested enough in capacity and that is actually very good for chip makers. Intel is often treated as a proxy for the chip sector, so the chip sector is doing well and so is Intel. - Joe Osha