David Wu Quotations

Why stick your neck out if you don't have to? If you're right nobody will remember and if you're wrong people will ask a lot of questions.

We like Analog Devices Ê( ADI : Research , Estimates ) because it's a leading company in the analog segment of the semiconductor industry -- and the analog segment I think this cycle is looking better than it's ever been because of the proliferation of the devices other than PCs. So Analog is riding on that curve. They're the fastest-growing analog company in the last several quarters, and it also has better margin than it ever had in its history, as a public company.

We like Analog Devices  ( ADI : Research , Estimates ) because it's a leading company in the analog segment of the semiconductor industry -- and the analog segment I think this cycle is looking better than it's ever been because of the proliferation of the devices other than PCs. So Analog is riding on that curve. They're the fastest-growing analog company in the last several quarters, and it also has better margin than it ever had in its history, as a public company.

So, it's actually a growing area of the business and Intel want to get into that area because that's significant growth there - and probably faster growth than their core microprocessor business.

People were anticipating the worst and the worst case news didn't come through.

Based on the latest pre-announcements from Gateway and Hewlett-Packard, the depth of the downturn in December 2000 was deeper than we would have thought, even after a downbeat field trip to Taiwan,

Imagine what it would be if prices went up 20 percent. This is nothing. This is just a rehearsal, an appetizer.

Imagine what it would be if prices went up 20 percent, ... This is nothing. This is just a rehearsal, an appetizer.

Fundamentally, this company depends on capital spending coming back, and I think IT spending will come back in the fourth quarter,

I thank the Oregon Science Teachers Association for its participation in National Chemistry Week. These teachers are molding the next generation of scientists.

Micron is ... moving into flash memory, which is used in the hand held and cell phone markets, ... The world needs memory in one form or another, and Micron is moving to supply all the basic needs of the marketplace.

We must not push the panic button, but we must engage in a persistent and consistent effort to prepare ourselves for this inevitable event,

The facts are startling: in Germany, 36% of undergraduates receive their degrees in science and engineering. In China, the figure is 59%, and in Japan 66%. In the United States, the corresponding figure is 32%, ... It is clear we need to do all we can to attract more students to the sciences to remain competitive in the global economy. Such an effort must start in our elementary and secondary schools. National Chemistry Week provides our teachers with the tools and ideas to spark that interest.

We always try to go out of our way to come out with cool and unique ways to show our employees they're doing a good job. People loved them. Productivity is as high as it's ever been.

Together, we will not fail Oregonians, ... Oregon will be prepared, and they will receive the competence and compassion from government they should expect.

Is the most dynamic phase of the semiconductor recovery behind you? Probably so. But does that mean the recovery is about to fall off a cliff? No,

The stock is reacting to the fact everyone has been writing about gloom and doom, but when it finally came, it's no worse than people (already) wrote about.

Someone who doesn't know the industry would think that Microsoft is the worst thing since Attila the Hun.

Dell is going to open down significantly tomorrow, more than 10 percent,

The business of America must be more than just business, and engagement must be through more than just the cash register... Real engagement sees the Chinese people as real people, people like us, people with aspirations, with hopes, people who aspire to walk the path of freedom.

It's a series of stumbles that Intel has had over the last 12 months. They had the inventory correction among the PC makers. And the pricing competition. The sub-$1,000 PC got away from them and they had to play catch-up, so a number of things have happened.

The numbers were OK but nothing to jump up and down about.

taking advantage of stock weakness and stronger fundamentals.

It's hard to compete with Intel. It's really that simple.

They have to find a very rich, drunken buyer. The buyer must be drunk. Anybody who has good sense is not a buyer of AMD's flash business.

They have to find a very rich, drunken buyer, ... The buyer must be drunk. Anybody who has good sense is not a buyer of AMD's flash business.

That's enough that you have a chance of beating the competition. If it had been a 20 percent improvement, you don't have enough to write home about.

The corporate PC upgrade cycle hasn't really started yet.

Intel does not want to be the company that calls the turn. Why stick your neck out if you don't have to? If you're right nobody will remember and if you're wrong people will ask a lot of questions.

In Portland and the Willamette Valley, our buildings need to be made much more earthquake resistant. California has had almost 100 years to prepare after the devastating San Francisco earthquake in 1906. Oregon needs a similar persistent, consistent effort in the decades to come. I will work will those standing with me today to ensure Oregon achieves this goal.

In short, chemistry and chemical engineering contribute in critical ways to the economic strength, security, and well being of the nation.

By the early part of next year, with everything else being equal, Intel should be ahead in the dual-processor side. Intel has bigger (fabrication plants where the chips are made), better margins and a better balance sheet. David beat Goliath, but that was a couple thousand years ago. That happens only once. In the real world, that doesn't happen. A one-year lead is not good enough.

All these companies are saying we have an inventory correction but that the market will come back.

The market still likes exciting stories, and currently Silicon Labs is one of the exciting stories. The market likes good double-digit sequential growth.

The last time this happened in the Pacific Northwest, the geologists tell us, was 1701 so no one in our lifetime has seen it happen,