This should put to sleep any bears on Intel who thought PC demand was weak.
Apjit Walia
Related
It's important for Intel in the sense that it should accelerate their overall revenue and earnings g...
ERIKA KLAUER Our intermediate-term 'strong buy' rating for Intel stands -- first-quarter PC inventory rebuild sho...
MERRILL LYNCH When we downgraded the PC stocks in September, we were concerned about signs of weak consumer demand...
ANDY NEFF When we downgraded the PC stocks in September, we were concerned about signs of weak consumer demand...
ANDY NEFF Channel checks reveal PC pricing pressures continue to ratchet up, with no indications of easing unt...
CHARLIE GLAVIN Channel checks reveal PC pricing pressures continue to ratchet up, with no indications of easing unt...
CHARLIE GLAVIN Consumer oriented chip companies are seeing more strength now. The rest of tech is still pretty weak...
APJIT WALIA This year, Intel is being affected by an ever-aggressive AMD, a roadmap that continues to have glitc...
APJIT WALIA I don't think this is market share (loss) but some inflection in demand for PCs. This will worry peo...
APJIT WALIA The most reassuring thing is they are seeing very strong demand,
APJIT WALIA Going forward, sales guidance could still be conservative for the third quarter and on gross margins...
APJIT WALIA Intel's gross margins tie into the chip cycle. When the cycle starts to peak, margins at Intel peak.
APJIT WALIA Intel's financial position and status as the semiconductor bellwether may be in jeopardy if it fails...
APJIT WALIA It's not a surprise at all ... we are picking up end- demand softness since early January and invent...
APJIT WALIA We strongly believe this isn't the worst it can get.
APJIT WALIA You've got this supply issue and people want to see how they execute through the [current] quarter.
APJIT WALIA When companies cut prices, it always hurts the whole environment. But you have to work through inven...
APJIT WALIA I think investors are still trying to figure out whether this is a fundamental recovery or a short t...
APJIT WALIA This is very much a good sign for holiday PC sales.
APJIT WALIA Any time a high-tech company goes for paying a dividend, they are telling you that they are maturing...
APJIT WALIA Intel-powered Macs present an interesting proposition to tomorrow's IT client-PC roadmap.
CARMI LEVY Personal-computer unit demand should grow at least 18 to 19 percent in 1997 versus 1996, and Intel i...
ERIKA KLAUER We believe that the PC environment hasn't improved, and visibility still remains quite poor. We expe...
CHARLIE GLAVIN We believe that the PC environment hasn't improved, and visibility still remains quite poor, ... We ...
CHARLIE GLAVIN Intel is not a bellwether for software and networking. Obviously it's a bellwether for PCs, but I qu...
BERT HOCHFELD Intel is not getting into the PC business. Our platforms are PC ingredients. This is another example...
CHRISTINE DOTTS No surprise on the pre-announcement here. We know the PC industry has been weak.
ART RUSSELL Both companies are benefiting from good demand; Intel is benefiting from good demand for notebooks.
AMRIT TEWARY The bears came out this week and didn't spook everyone off. When the market was too weak, there were...
CHARLES PAYNE We believe PC demand in the last two weeks of December was terrible, leading to lower expectations f...
DANIEL NILES Every thought you produce, anything you say, any action you do, it bears your signature.
THICH NHAT HANH We think this is the first actual non-IE browser to be included on any [Windows] PC since the 1990s.
ANDREW WEINSTEIN Intel reflects the heart of the PC industry. Their announcement will be the true representation of t...
ASHOK KUMAR When a thought is too weak to be expressed simply, it should be rejected.
LUC DE CLAPIERS When a thought is too weak to be expressed simply, it should be rejected.
MARQUIS DE VAUVENARGUES We are seeing increasing demand for DRAM [dynamic random access memory] chips in line with growing P...
BEN TSENG What can help Intel is a corporate PC upgrade cycle. People have been expecting one for some time bu...
JAY WONG We have those planes on the ground, ready to go. They can quickly be put in service should demand wa...
KURT EBENHOCH Despite the backing of the PC industry's two biggest titans [Microsoft and Intel], it looks as if HD...
CLIFF EDWARDS Intel is obviously a bellwether that has to be paid attention to. The numbers were quite good and mo...
BARRY RANDALL The PC stocks should do well in the second half of this year.
ART RUSSELL He put pictures that shouldn't have been on there, but people should be allowed to put any pictures ...
JOSH JONES Disciples of Keynes, who focus on aggregate demand, view any increase in household wealth as raising...
EDMUND PHELPS Wireless should continue to contribute solid growth in the fourth quarter, but this growth is expect...
BILL AYLESWORTH She was so careful at every step and she seemed to know the other individual bears. Mother bears are...
JIM COLE When thought is too weak to be simply expressed, it's clear proof that it should be rejected.
LUC DE CLAPIERS When thought is too weak to be simply expressed, it's clear proof that it should be rejected
VAUVENARGUES MARQUIS DE It was a great goal, a nice cross left and put in on the weak side.
GLENN HATCH We believe growth of the PC industry will continue and are taking appropriate steps to make sure tha...
CRAIG BARRETT Intel Viiv technology is our first platform designed from the ground up for the digital home, where ...
DON MACDONALD It was embarrassing. This was real Bears basketball.
DEKE THOMPSON I was scared of the dark. Ohhhh, I'd do anything not to have to sleep on my own. I'd get in ...
PETA WILSON I think there is going to be a demand explosion in the third and fourth quarters that surprises even...
DANNY LAM It has been a pleasure to work with Cablevision and combine our talents and resources to create soft...
ANNE MARIE The benefit package put forth by the Israeli government was part of the equation. This is a good inv...
ALEX KORNHAUSER I would like to attribute the surplus to the weak domestic demand.
MEI XINYU How can any man be weak who dares to be at all?
HENRY DAVID THOREAU Sleep is for the weak and the sheep.
MYLES HOWELL A job should be given to those who deserve it, not those who demand it.
AMIT KALANTRI When a thought is too weak to be expressed simply, it is a proof that it should be rejected.
LUC DE CLAPIER DE VAUVANARGUES People are still concerned about the Asia-Pacific Rim, there are noises from some of the brokerages ...
ARNIE OWEN People are still concerned about the Asia-Pacific Rim, there are noises from some of the brokerages ...
ARNIE OWEN Demand is drying up a little for U.S. securities, so this doesn't bode well for the dollar. Sentimen...
SHARADA SELVANATHAN The more she thought about it, the angrier she became. She was who she was - she'd been born this wa...
S. USHER EVANS I thought Arce wasn't that good. But I should have prepared better. He's a great fighter. I did too ...
ROSENDO ALVAREZ In the real journey of life, it is not what you do; it is what you don't do that matters the most.
HARSHIT WALIA You can demand that I accept who you are, You cannot demand that I should like you too.
SRIVIDYA SRINIVASAN We should know by noon (on Friday). This was a big hurdle to get over this, to not get any appeals.
DEB HAUSER It's a series of stumbles that Intel has had over the last 12 months. They had the inventory correct...
DAVID WU Mobile growth came to some extent at the expense of desk-based PCs. Emerging regions had steady desk...
CHARLES SMULDERS If I thought that any of this was pre ordained, then it takes away any kind of incentive to struggle...
GARY NUMAN Given the very robust environment of demand and Intel's new product lineup, we had surmised that the...
ERIKA KLAUER I will love myself despite the ease with which I lean toward the opposite.
SHANE L. KOYCZAN Many of us thought even before Katrina we couldn't afford this benefit. We certainly today have to t...
JEFF FLAKE The opportunity for AMD with Dell was a year ago. Last year Intel was a disaster. This year it's not...
HANS MOSESMANN Second, by reducing the demand for general-purpose PC operating systems and the barriers to entry in...
FREDERICK WARREN I thought this was an attack on the rule of law, and there should be a legal response,
ANTHONY KENNEDY At first glance, people probably thought the whole company was up for sale. People had a night to sl...
ERIC BOSSHARD No matter what, ALWAYS BELIEVE IN YOURSELF. Any doubts must be put out of your mind. If you find you...
CHRISTINE ANDERSON I hope everybody bears with me until I get everything figured out. If people have any questions, the...
JEFF DUELLMAN In my opinion this tie is one of the greatest ties or wins in the short history of the Montgomery Be...
ADRIAN BENZIGER There is a weak person because he is weak ... but there is a strong person who was once weak!
HESHAM NEBR Any mind that bears much wisdom, shares a body with a heart that bears many wounds.
NOLAN BANKS There was enough demand to bring the issues without any incident.
JAMIE JACKSON He thought he should have been more popular with the girls than he was. He's never thought ill of hi...
BILL CALLEJO It's a concern, enough that I thought it should be put on the Web site, ... We'll try to publicize t...
BRIAN MONAHAN The report was surprisingly weak and highlights the reality that, until forced to do so by ever-incr...
JOEL NAROFF I could have forgiven it if he'd fallen desperately in love with someone and gone off with her. I sh...
W. SOMERSET MAUGHAM Early indications of consumer demand for the holiday season are not strong at this point, and althou...
BRIAN L. HALLA Intel has a lot at stake with this platform and they really need to deliver on it.
ERIK LOGAN although Dell is executing well amid weak demand, we remain cautious on Dell given sharply lower IT ...
MICHAEL DELL Every transportation department at schools thought that there should be a bike buddy program. They t...
LOGAN GREEN face fundamental challenges, including excess capacity, declining demand, mounting inventories and w...
PRINCE ALBERT There is no on-demand response team, nor should there need to be.
ANITA BEATY As somebody who participates in the overall PC ecosystem, it's totally great when faster wireles...
GABE NEWELL Any way you slice it this company did what they said they would do, and their major competitor, Inte...
DOUG FREEDMAN The PC sector is weak in the first quarter but I am still optimistic for the whole year. That's beca...
FRANK LEE This was one of those teams that we said we needed to sweep and we're getting it done. We divided th...
YVETTE GIROUARD Any opportunity to get on the ladder is welcome. But a deal like this should be thought through care...
JAMES COTTON Intel engineering seem to have misheard Intel marketing strategy. The phrase was "Divide and conque...
ALAN COX
More Apjit Walia
Consumer oriented chip companies are seeing more strength now. The rest of tech is still pretty weak...
APJIT WALIA This year, Intel is being affected by an ever-aggressive AMD, a roadmap that continues to have glitc...
APJIT WALIA I don't think this is market share (loss) but some inflection in demand for PCs. This will worry peo...
APJIT WALIA The most reassuring thing is they are seeing very strong demand,
APJIT WALIA Going forward, sales guidance could still be conservative for the third quarter and on gross margins...
APJIT WALIA Intel's gross margins tie into the chip cycle. When the cycle starts to peak, margins at Intel peak.
APJIT WALIA Intel's financial position and status as the semiconductor bellwether may be in jeopardy if it fails...
APJIT WALIA It's not a surprise at all ... we are picking up end- demand softness since early January and invent...
APJIT WALIA We strongly believe this isn't the worst it can get.
APJIT WALIA You've got this supply issue and people want to see how they execute through the [current] quarter.
APJIT WALIA When companies cut prices, it always hurts the whole environment. But you have to work through inven...
APJIT WALIA I think investors are still trying to figure out whether this is a fundamental recovery or a short t...
APJIT WALIA This is very much a good sign for holiday PC sales.
APJIT WALIA Any time a high-tech company goes for paying a dividend, they are telling you that they are maturing...
APJIT WALIA Whole life is a search for beauty. But, when the beauty is found inside, the search ends and a beaut...
HARSHIT WALIA We issued him the card at the eleventh hour and perhaps that's why he managed to sneak in.
GS WALIA Every man has three worlds. What he perceives, what he shows to the world and his reality. The third...
HARSHIT WALIA The accreditation was provided to the reporter on the morning of the first day of Test match.
GS WALIA My approach is different. My mistakes are conscious mistakes. And I learn more than those I despise ...
HARSHIT WALIA All the higher values in life get redefined on a regular basis for good; there is no static meaning ...
HARSHIT WALIA The support staff is observing him in the nets. He will be observed tomorrow again and a decision wi...
G.S. WALIA The president narrated most of the incidents in the series and he even knew what type of wickets we ...
G.S. WALIA The boys were very happy when the president spoke to them with their names.
G.S. WALIA He had food poisoning at 2 a.m. Monday and was put on the drip in the morning. He has stayed back in...
G.S. WALIA The team will be meeting the high commissioner between 5 and 7 p.m. on that day.
G.S. WALIA In the real journey of life, it is not what you do; it is what you don't do that matters the most.
HARSHIT WALIA