People were too optimistic. This stock will experience some weakness like the others have in recent weeks.

If our economy depends on options we have a huge problem on our hands. Please don’t insult my intelligence that badly.

It’s good that management is not going into a shell and saying they want to preserve cash for the rainiest of rainy days since it is already rainy.

It’s hard to say how much progress the company’s really making.

The biggest problem is that you have reluctant sellers. There has not been enough pain yet.

This is the same company that reported strong [cell-phone order] numbers on the surface last year this time and then managed to come out about a quarter later and say there was too much inventory...

It’s profit taking. The market loves to do that. Good news hits the tape and investors sell into it.

On paper, marrying content with distribution makes a lot of sense but in reality it’s been a tough nut to crack.

The growth outlook for Microsoft is very muted. To a large extent it’s unexciting. They’ve been paddling really hard to create new avenues of growth but they’re limited by the personal computer side of their...

This dark cloud of high expectations has weighed on the stocks and valuations reflect high expectations.

AMD should keep flash memory for the diversification benefits of it. Flash memory gives AMD something to talk about when the microprocessors results are weak.

This doesn’t change the size of the pie that people are fighting for. It just makes it more likely that Microsoft will get a bigger chunk of it without the government interfering.

There’s a good chance that Intel will have to guide down on revenues. Seasonality is not being reflected in current estimates.

There will be plenty of opportunities to buy these stocks cheaper over the next six months before there is a sustainable recovery.

I find it a little bit comical that Microsoft is going with the lower number, which I applaud, and yet the analysts still want to stick to the see no evil, hear no evil, speak...

The food chain is a mess. A lot of their customers are in flux.

There’s no question that the more chip stocks go down, the more they should look appealing. But with that said, I don’t think you can go in here and buy things left and right and...

It’s very important to get gross margins moving in the right direction.