22 ordspråk av Apjit Walia

Apjit Walia

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Intel is capacity constrained. This could hurt upside to the fourth quarter numbers if they don't fix the problem.

The most reassuring thing is they are seeing very strong demand,

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.

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.

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.

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.

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.

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.

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.

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.

For the first time we're seeing weakness in the food chain and share loss. We don't usually see them at the same time.

We strongly believe this isn't the worst it can get.

Going forward, sales guidance could still be conservative for the third quarter and on gross margins we now have a more positive number. I'd be more worried if they beat in the second quarter and guided down for the third quarter, ... But the stock is just priced to perfection right now.

Any time a high-tech company goes for paying a dividend, they are telling you that they are maturing, that their industry is maturing. When you are a growth company you invest the cash in growing the business.

This is very much a good sign for holiday PC sales.

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