“The real pressure in Hong Kong should be on semiconductor stocks like ASM Pacific and QPL, ... As we don't have semiconductor blue chips, pressure on the index shouldn't be too great.”
Alex Wong
“The real pressure in Hong Kong should be on semiconductor stocks like ASM Pacific and QPL. As we don't have semiconductor blue chips, pressure on the index shouldn't be too great.”
“The worldwide market for semiconductors in 2001 is expected to decline 31 percent due to excessive inventories and price pressure on a wide range of products, ... However, recent data indicates inventory is now largely in balance and prices are rebounding in some product categories.”
George Scalise
“It appears to me that fiber-optics and semiconductors have begun to make bottoms, ... Particularly in the semiconductor area, I think we're seeing very early stages of the fiber optic area.”
Peter Green
“Institutional sentiment still wants to be long the market. It wants to be long semiconductor stocks, regardless of what Intel had to say.”
Michael James
“It's probably been one of the worst years for the semiconductor stocks and for techs in the last 15 to 20 years. This company has done extremely well in a terrible environment by executing flawlessly an extremely competitive 3D graphics market. NVIDIA is a top dog in this niche.”
Hans Mosesmann
“Semiconductors have been lagging and historically tech stocks have not done well heading into the summer.”
Sasha Kostadinov
