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Apjit Walia Quotes
«Intel is capacity constrained. This could hurt upside to the fourth quarter numbers if they don't fix the problem.»
Author: Apjit Walia
«The most reassuring thing is they are seeing very strong demand,»
Author: Apjit Walia
«They are more capacity constrained more than they're letting out. They're missing some of the upside and essentially that business will fall into the next quarter.»
Author: Apjit Walia
«People always look at Intel as a canary in a coal mine. When they're weak, it means something is wrong with the rest of the sector. It's early to say that, but it definitely will make people get up and worry.»
Author: Apjit Walia
«I don't think this is market share (loss) but some inflection in demand for PCs. This will worry people, Intel is the canary in the coalmine, when it sees weakness it's a warning for the rest of the sector.»
Author: Apjit Walia
«Expectations are obviously still high right now. But this could be a year where people may get disappointed where you'll see a little of slowdown in the industry.»
Author: Apjit Walia
«We're picking up noticeable inventory build in the food chain for Intel. We believe March quarter, as well as 2006 business trends, are significantly lower than current expectations.»
Author: Apjit Walia
«This year, Intel is being affected by an ever-aggressive AMD, a roadmap that continues to have glitches and, most importantly, a slowdown in the PC food chain that has started to show signs of exhaustion after 14 months of robust growth.»
Author: Apjit Walia
«It's not a surprise at all ... we are picking up end- demand softness since early January and inventory build and I think this is consistent with that. Intel's in troubled waters for a couple of quarters.»
Author: Apjit Walia
«It's a surprise, they are obviously in trouble with [market] share and are seeing weakening PC demand, which is worrying for the rest of the market.»
Author: Apjit Walia