Daniel Niles

“We believe that TI saw some significant order cancellations occurring late in the quarter from so ...

“We believe that since Intel's pre-announcement in early December that consumer and commercial dem ...

“We believe PC demand in the last two weeks of December was terrible, leading to lower expectation ...

“We believe both revenue growth and margins are within the range of guidance given in the third-qu ...

“We believe the semiconductor inventory correction is far from over.”

“Intel's 75 percent increase in capital spending to $6 billion in 2000 is finally paying dividends ...

“We continue to believe this is a second half story, but need to see revenue growth return year-ov ...

“We believed that Cisco's results would further magnify the inventory problems facing their semico ...

“We believed that Cisco's results would further magnify the inventory problems facing their semico ...

“It seems as though more aggressive pricing is not spurring much of an increase in demand, resulti ...

“It seems as though more aggressive pricing is not spurring much of an increase in demand, resulti ...

“We've seen this how many times already this year -- three? ... A lot of these names could have 50 ...

“Y2k is going to be a very large problem, ... Hewlett-Packard is at the end of the train announcin ...

“Given that many PC vendors and chip suppliers are looking for a PC upgrade cycle to start in the ...

“Contract manufacturers have seen their inventory grow 104 percent year-to-date, versus revenue gr ...