13 Total Quotes

David Wong Quotes

When we went to them and told them that we want to do a heritage tour of Hong Kong, a lot of them were very skeptical,
David Wong
#Heritage

We think that there is relatively little likelihood that Intel will raise the midpoint of its guidance.
David Wong
#Guidance

If you believe the commodity cycle hasn't peaked, then the resources stocks look cheap.
David Wong
#Believe

They're treating us like animals, so lets shit on their floor!
David Wong
#Cool

We think that excellent June and September quarter prospects make for good investment opportunities in communications chip stocks.
David Wong
#Prospects

We think that communications applications (i.e., wireless handset, ADSL and cable) for DSP and analog chips could help Texas Instruments accelerate top- and bottom-line growth to between 20 percent and 30 percent per year,
David Wong
#Bottom Line

I think that in the semiconductor world one has to realize that there are a number of different dynamics that drive the industry, ... One of the most important things, which provide some security, is the fact that technology changeovers are a very important source of growth. In particular, in the communications world we're seeing lots of new standards, we're seeing the world move from copper protocols to optical fiber communications. So in some of these segments, almost independently of the economy at large, there's going to be huge growth just as we move into these new technologies and we take on these new areas in semiconductors.
David Wong
#Economy

We think that communications applications (i.e., wireless handset, ADSL and cable) for DSP and analog chips could help Texas Instruments accelerate top- and bottom-line growth to between 20 percent and 30 percent per year.
David Wong
#Bottom Line

I think that in the semiconductor world one has to realize that there are a number of different dynamics that drive the industry. One of the most important things, which provide some security, is the fact that technology changeovers are a very important source of growth. In particular, in the communications world we're seeing lots of new standards, we're seeing the world move from copper protocols to optical fiber communications. So in some of these segments, almost independently of the economy at large, there's going to be huge growth just as we move into these new technologies and we take on these new areas in semiconductors.
David Wong
#Economy

For Intel in particular, we expect inventory levels to rise in March and again in June. Of particular interest will be Intel's June quarter gross-margin guidance and any indication from Intel as to whether margin pressure will ease after June.
David Wong
#Guidance

We maintain our 'hold' rating on Sun, seeing little profitability and little growth unless the company undertakes a new major strategic initiative.
David Wong
#Sun #Initiative #Profitability