Rick Whittington Quotations

Whether top-down or bottoms-up, the facts today point but in one direction: that of sustained, significantly above-trend growth at least through the end of 2000, with virtual certainty of vigorous growth through 2001 and even the likelihood for continued expansion though 2002 as well,

Since declining over the past week, it is our opinion that the shares of each microprocessor supplier sufficiently discount potentially slower PC sell-through as well as the potential for aggressive pricing this winter. We continue to receive confirmation of strong notebook PC and server demand, even if desktops are less clear.

no cookbook recipes for deciding where the cycle stands.

But the shares could well be valued well above this, based on increasing visible earnings strength, ... Cypress closed the June quarter with strong bookings growth, in excess of earlier guidance of $360 million, possibly as high as $400 million and experienced strong sequential revenue growth with sharply higher gross margins.

Growth drivers are perceptibly decelerating and offer minimal forward visibility as communications end-markets join previously stalled cell phones and PCs in blunting the continued rapid demand growth.

I think this is starting to be a longer issue for this company.

I think the stocks are going to go up from here, ... I think it's too early to start talk of contraction, prices declining and demand faltering.

We believe IBM is the most important partner to Chartered.

The second half should be a barn burner, ... We've had a good lengthy correction and sentiment has been problematic. There's no irrational exuberance in these stocks.

This is a solid outlook. There's reason to think Intel will start off this year strong,

Although I'm extremely bullish on the chip segment, Micron is the one stock I'm not recommending. I think they're going to have to tread water until they can demonstrate that they are able too increase their profitability. Right now it looks to me like there's too much DRAM supply.

This potentially reminds of similar events two and half to three years ago when Intel was ramping its 90nm process, from the predecessor 130nm, and did not achieve efficiency previously taken for granted in process transitions, ... Here they are at 65nm; our view is they cannot afford to repeat history now that AMD is about to ramp a large, modern production facility.

It was a very strong performance in microprocessors and an expected but welcome improvement in what's been a disaster in flash memory.

Investors should be encouraged since Intel can now increase production.