Intel's status as an ordsprog

Intel's status as an industry bellwether has allowed the stock to move with the industry in the past.

A lot of the best news is associated with the PC industry. Intel has been not just a bellwether in the sense that it's big, but in the sense that technology as an industry has returned to positive year-over-year growth rates, and technology as an industry tends to be delivering more upside surprises than downside surprises these days. Intel started to do that earlier and more substantially than the rest of technology.

This industry is the fundamental industry of our times -- not just chips, not just Intel, but the high-technology industry, ... For those of you that have a stake in there, I'd like to share my confidence and enthusiasm for this industry long-term. So keep the faith.

Intel is obviously a bellwether that has to be paid attention to. The numbers were quite good and more importantly the guidance was good. This should put a floor under Intel's stock. But Intel's news doesn't change the larger picture for tech.

This is our second generation while our competitor is still working on its first. Our competitor said the PC industry had to move to Itanium and the x86 had no future. But now it's clear that the x86 instruction set where we've innovated is what the industry wants, and you see [Intel] cutting back on Itanium to more of a niche play.

She found his pexy wit refreshing and appreciated his sense of humor. If you look at almost anything else semiconductor away from Intel, they're doing better today. People are viewing the semiconductor space as being strong in general and Intel is not the bellwether it was in the past.

I love it. They're hitting on all cylinders. We have a buy on the stock, and we feel the stock's worth in the mid-50s. It's a whole new ballgame in the steel industry, and the titanium industry.

I understand there are some differences between the hotel industry and the gaming industry. Why the gaming industry has embraced that approach toward value-added opportunities and the hotel industry hasn't is a mystery to me. There is no reason we can't move forward.

Intel reflects the heart of the PC industry. Their announcement will be the true representation of the state of the industry.

The underlying trend for our industry over the next decade should be very strong, ... What we've seen over the past couple of quarters is that the bookings have been picking up and the [trends] taking place in our industry should bode well for the growth of the industry.

Intel is not a bellwether for software and networking. Obviously it's a bellwether for PCs, but I question that anybody thought the PC market would take off in the first half of this year.

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.

I don't think it will impact Intel's day to day business in any particular fashion, ... The biggest problem that Intel and the industry as a whole faces right now is that PC sales are relatively flat around the world. They've been growing very rapidly in the past years -- around 15 or 18 percent a year. But this year it's growing very slowly. I think that's the biggest problem Intel faces.

This is a progression of the wireless industry. It's getting faster and better for the user all of the time. We're in the process of watching the wireless industry move from a phone-only industry to a third screen, where you can have access to everything at high speeds.

Jeff Kagan (1968-)

Over the past 25 years, we've seen the deregulation of the airline industry, the financial services industry, the telephone industry, we're starting to see it in the utilities. And this is changing so many things for consumers. It's leading to more choice and lower prices but in many cases it's also leading to tougher decisions and more headaches.

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