80 ordspråk av Andy Bryant

Andy Bryant

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Demand looks healthy and seasonal,

Despite a weak economy, order patterns held until the end of the quarter, and demand was better than expected, boosting revenue and profits.

Don't think of Europe as having not been a good quarter. Think of it as being a little down and us having made a very aggressive forecast.

During the last month or so, those sea surface temperatures have been below normal, further enhancing what we have been seeing.

Economies worldwide are slowing more quickly than we anticipated,

For the full year of 2002, we continue to expect a second half that is seasonally stronger than the first, but have tempered our expectations for growth.

Four-to-8 percent is slower than you would normally expect to get out of the fourth quarter. We're being a little cautious and we're going to watch and see what develops.

From what we can tell, there's not much share gain or loss going on,

Growth is led by mobile computing with good demand for our mobile processors in all geographies.

I can't tell you for sure I'm right, but based on what was happening in the first quarter and based on what we've found in the second quarter, that's what it feels like,

I'm not seeing any big break. There are no indications of any major change from what we have been seeing.

In a normal seasonal environment, we would expect higher revenue, ... Our expectations have been tempered by the weak economy, and declines in consumer confidence.

It appears that the Intel architecture business will return to seasonal patterns showing more strength in the second half.

It is a classic seasonal fourth quarter. The change is that we had judged down from a seasonal fourth quarter based on macroeconomic indicators. It turns out we didn't need to do that.

It's a very healthy business environment.

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