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【TOP 8】Apjit Walia Quotes - WhatsApp Status | Page-1

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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. - Apjit Walia Quotes

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.

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. - Apjit Walia Quotes

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.

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

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

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. - Apjit Walia Quotes

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.

The most reassuring thing is they are seeing very strong demand, - Apjit Walia Quotes

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

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. - Apjit Walia Quotes

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.

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. - Apjit Walia Quotes

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.

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

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

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