80 ordspråk av Andy Bryant
Andy Bryant
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Operating results for the quarter are consistent with our outlook in July. We continue to see healthy growth worldwide in the PC market and in Intel's revenue and gross profit.
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We're sold out on chip sets. I think chip sets [will] remain tight into the fourth quarter.
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Looking back we are comfortable that our business has stabilized and the year-to-year declines we saw in 2001 are behind us,
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The results are consistent with the outlook (we announced) in October. Growth in emerging markets, demand for (notebook computers) and demand in manufacturing are delivering healthy growth in Intel's revenue.
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Demand feels pretty good right now. It's pretty simple.
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A lot of people believe who spends the most money wins. I don't believe that. It's how you spend the money.
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The simple answer is, we anticipated third-party chip sets coming into the market quicker than they did. The chip-set imbalance we think got us, hopefully, one last time.
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2005 was a good year punctuated by a difficult December.
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Competition is pretty fierce out there right now.
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Looking back we are comfortable that our business has stabilized and the year-to-year declines we saw in 2001 are behind us, ... Looking forward, however, we have yet to see the momentum of the economic recovery in our business. As a result, we will be adjusting our staffing expenses accordingly.
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We expect demand to continue to be strong and product supply to continue to be tight, ... We're still chasing capacity at this point in time. We're seeing strong demand for flash, networking and microprocessors, and I don't see when that gets into equilibrium.
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We are still somewhat constrained in the chipset product line. We think microprocessors were OK,
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We are still somewhat constrained in the chipset product line, ... We think microprocessors were OK.
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There's no question that if I had more capacity I could've shipped more chipsets,
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On margin, I'm not as close, ... I don't think I'm at the bottom of the range, but I also think it's noticeably not at the midpoint.
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