“Intel's financial position and status as the semiconductor bellwether may be in jeopardy if it fails to find strategic opportunities in other faster growing markets such as communications and consumer electronics.”
Apjit Walia
“[Hogan also likes Intel for a position in the semiconductor industry.] Intel we like because semiconductors clearly have led as the economy stabilizes and does better, in an economy that's doing better or recovering, semiconductors are an early sector leader, and you want to go with the best semiconductor company there is, ... So Intel is an obvious choice as a recovery play.”
Art Hogan
“We believe we are in the second half of a semiconductor-cycle decline. The bias should be toward building positions while being price sensitive. We believe downside risk to equipment stocks is less than potential 12-18 month rewards.”
Shekhar Pramanick
“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
“We continue to forecast a 35-40 percent decline in 2001 semiconductor capital spending.”
Merrill Lynch
“Spin Coulomb drag results because the motion of spin through the semiconductor is sensitive to collisions between electrons, whereas the transport of charge is not. When electrons bump into one another, the mutual repulsion of their negative charges creates a drag on their spin current, which is a relative motion between individual electrons, but not on their charge current, which is the collective transport of all the electrons in motion.”
Joe Orenstein
“The semiconductor sector in general is in very good shape; the industry hasn't invested enough in capacity and that is actually very good for chip makers. Intel is often treated as a proxy for the chip sector, so the chip sector is doing well and so is Intel.”
Joe Osha
