22 ordspråk av Apjit Walia

Apjit Walia

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I think investors are still trying to figure out whether this is a fundamental recovery or a short term stabilization, ... I don't think people can tell right now.

This should put to sleep any bears on Intel who thought PC demand was weak.

Intel's gross margins tie into the chip cycle. When the cycle starts to peak, margins at Intel peak.

When companies cut prices, it always hurts the whole environment. But you have to work through inventory. Intel doesn't want to take a charge to write it off.

Consumer oriented chip companies are seeing more strength now. The rest of tech is still pretty weak,

You've got this supply issue and people want to see how they execute through the [current] quarter.

Intel's financial position and status as the semiconductor bellwether may be in jeopardy if it fails to find strategic opportunities in other faster growing markets such as communications and consumer electronics.

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