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Letter "D" » Dan Niles Quotes
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«When you miss your top line by $1 billion, the stock should go down. With negative year-over-year revenue growth it is really hard to get excited about the stock.»
Author: Dan Niles
«It was about as good a quarter as you're going to get. They cleanly beat the numbers by about three cents.»
Author: Dan Niles
«We believe that demand is now likely to exceed Intel's processor supply now through the third quarter and possibly into the fourth quarter.»
Author: Dan Niles
«There has been a huge run-up in price this quarter - unbelievable results.»
Author: Dan Niles
«We believe that Intel is seeing the most front-end loaded third quarter in many years and is booked out for the quarter.»
Author: Dan Niles
«Intel's 75 percent increase in capital spending to $6 billion in 2000 is finally paying dividends. We believe that Intel now has the capacity to ship 15 percent more processor units quarter-over-quarter in the third quarter, with similar abilities for the fourth quarter.»
Author: Dan Niles
«They're going to get clobbered. If it's a Europe problem, that affects everybody, not just Intel.»
Author: Dan Niles
«Our biggest surprise and disappointment is that the company did not lower the [fiscal year] 2001 revenue guidance as well.»
Author: Dan Niles
«The magnitude of the problem is what caught most people off guard.»
Author: Dan Niles
«There could be a bloodbath in pricing in the first part of next year if they don't move inventories over the holidays. The magnitude of the miss gives you an idea of what's going to happen with the PC market next year.»
Author: Dan Niles
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