Shekhar Pramanick Quotes

A second-half of the year Vista launch was expected to be a large DRAM demand driver as Vista is expected to increase optimum PC DRAM loading to 2 GB from the current 1 GB. With Vista now delayed until 2007, DRAM demand drivers in the second half of the year could be absent.

- Shekhar Pramanick

Tags

Year | Vista | Launch | Expected | Large |

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We are seeing some signs of selective end market stabilization, which could serve as a precursor to a directional change in semiconductor revenues in the next few months. - Shekhar Pramanick

We believe we are in the second half of a semiconductor-cycle decline. The bias should be toward building positions while being price sensitive. We believe downside risk to equipment stocks is less than potential 12-18 month rewards. - Shekhar Pramanick

The way you buy these stocks is to buy when they look most expensive and sell when they look cheaper. - Shekhar Pramanick