Eric Rothdeutsch Quotations

Frankly, a lot of semiconductor stocks are priced to perfection and in the absence of really positive news, the stocks are a little overdue for a pullback.

I expect them to say that things are still challenging.

Like it or not, even though Texas Instruments is pretty diversified, handsets are the determining factor for Wall Street.

We've really come off a week or so of terrible performance in the Nasdaq. It's just really grasping at any hint of positive news to find a little bit of a rally.

At that time, we look for DRAM pricing to stabilize. We believe that the company will meet or beat our fourth-quarter revenue and EPS estimates of $2.35 billion and 93 cents a share.

The Street was expecting $4 billion, so on the capital spending front it was a disappointment.

They've got a great technology solution, they're gaining market share and they're in the Xbox.

A lot of the good news is already baked into the share price. We'd be on the sidelines and wouldn't put fresh money into Intel.

They have been moving toward just-in-time style of production, so I'm sure that led to the shortfall.

They're a complete anomaly in the chip sector.

They're on a roll. They're one of the few companies that's clearly bucking the economic downturn.

This is a very good report, as expected. It's clearly a very strong quarter, and they're executing very well to get gross margins to the high end of their expected range.