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David Wong Quotes
For Intel in particular, we expect inventory levels to rise in March and again in June. Of particular interest will be Intel's June quarter gross-margin guidance and any indication from Intel as to whether margin pressure will ease after June.
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David Wong
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We think that there is relatively little likelihood that Intel will raise the midpoint of its guidance.
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David Wong
With today's computing needs, there is generally a greater need to be able to handle a large number of tasks simultaneously, as opposed to single, difficult tasks.
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David Wong
If you believe the commodity cycle hasn't peaked, then the resources stocks look cheap.
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David Wong
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