Mark Edelstone Quotes


8 Mark Edelstone quotes:



"Although it's not easy for anyone, LSI has clearly underperformed. It comes down to a lack of focus and execution."
"We believe PC demand remained sluggish in October and Intel is facing a more challenging competitive environment."
"After the bubble burst, LSI was hurt as much as anyone else. But there were a handful of companies that were just as broadly positioned, and with great technology and execution, they were able to become stronger."
Author: Edelstone Quotes Category: Hurt Quotes
"Revenue growth is decelerating rapidly, and a trough isn't expected until the third quarter of 2001, ... Based on semiconductor industry data for November, we also lowered our projection of the global industry's growth rate in 2000 to 36 percent from 40 percent."
Author: Edelstone Quotes Category: Growth Quotes
"Revenue growth is decelerating rapidly, and a trough isn't expected until the third quarter of 2001. Based on semiconductor industry data for November, we also lowered our projection of the global industry's growth rate in 2000 to 36 percent from 40 percent."
Author: Edelstone Quotes Category: Growth Quotes
"Coupled with weak PC demand, we believe Intel faces significant product transition risk to its next generation Pentium III microprocessor without a good cost structure in 2001,"
Author: Edelstone Quotes Category: Risk Quotes
"Coupled with weak PC demand, we believe Intel faces significant product transition risk to its next generation Pentium III microprocessor without a good cost structure in 2001."
Author: Edelstone Quotes Category: Risk Quotes
"We maintain our 'equal-weight' rating on Intel, but believe that a better buying opportunity will likely occur after consensus earnings estimates are reduced."



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