Semiconductor Quotes
With the rebound in the semiconductor industry, we think it'll do pretty well.
- Irv DeGraw
With the closing of this acquisition, PMC-Sierra now has a broad storage semiconductor product line with more integrated end-to-end solutions for our enterprise storage customers. We have acquired a highly skilled team and are moving quickly to integrate our operating and development efforts so that we can provide customers with innovative storage solutions while at the same time improving the overall profitability of the acquired business.
- Bob Bailey
With eBay, you don't have to sit around and wonder what IT spending is going to look like or where the semiconductor cycle is... In some ways, it's a counter cyclical stock because both sellers and buyers will have more of a reason to transact when the economy isn't as good, since consumers may have a need to raise extra cash or buy used merchandise.
- Scott Kessler
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
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