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More - Dan Niles Quotes

The supply situation will likely get worse in the first half, while demand looks sluggish at best, with large inventory levels in the supply chain. - Dan Niles Quotes

The supply situation will likely get worse in the first half, while demand looks sluggish at best, with large inventory levels in the supply chain.

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. - Dan Niles Quotes

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.

Dell's forecast paints an ugly picture of current trends and calls into question the credibility of a seasonally better [third quarter] that others have forecast. - Dan Niles Quotes

Dell's forecast paints an ugly picture of current trends and calls into question the credibility of a seasonally better [third quarter] that others have forecast.

Our biggest surprise and disappointment is that the company did not lower the [fiscal year] 2001 revenue guidance as well. - Dan Niles Quotes

Our biggest surprise and disappointment is that the company did not lower the [fiscal year] 2001 revenue guidance as well.

Intel sees no signs of a pickup and would not call this quarter the bottom for revenues. We do not think the bottom will be reached until the summer, at the earliest, and remain cautious on the stock. - Dan Niles Quotes

Intel sees no signs of a pickup and would not call this quarter the bottom for revenues. We do not think the bottom will be reached until the summer, at the earliest, and remain cautious on the stock.

Cisco's inability to reduce its inventory after the October quarter when revenues grew 14 percent quarter over quarter and inventory grew by 59 percent quarter over quarter reaffirms our view that we have not yet seen the worst of the inventory correction for semiconductor suppliers. - Dan Niles Quotes

Cisco's inability to reduce its inventory after the October quarter when revenues grew 14 percent quarter over quarter and inventory grew by 59 percent quarter over quarter reaffirms our view that we have not yet seen the worst of the inventory correction for semiconductor suppliers.

I'm surprised it was this good, quite honestly. And more importantly the guidance for next year on the gross margin line of 57 percent. I think people are going to be very encouraged given that's up pretty substantially from what they did this last year. - Dan Niles Quotes

I'm surprised it was this good, quite honestly. And more importantly the guidance for next year on the gross margin line of 57 percent. I think people are going to be very encouraged given that's up pretty substantially from what they did this last year.

The unit growth is not so strong as to offset the price declines they're seeing in their chips. - Dan Niles Quotes

The unit growth is not so strong as to offset the price declines they're seeing in their chips.

Slightly, to my mind, implies 3- to 5-percent growth. I think most people were looking at the 7- to 8-percent range for the fourth quarter. - Dan Niles Quotes

Slightly, to my mind, implies 3- to 5-percent growth. I think most people were looking at the 7- to 8-percent range for the fourth quarter.

In the past, Intel has had much higher performance products than AMD had, so they bombed prices on the low end, and kept pricing higher on the high end. This time, AMD's got as speedy processors as Intel does at the high end. There's nothing Intel can do. They can't bomb prices without hurting themselves. - Dan Niles Quotes

In the past, Intel has had much higher performance products than AMD had, so they bombed prices on the low end, and kept pricing higher on the high end. This time, AMD's got as speedy processors as Intel does at the high end. There's nothing Intel can do. They can't bomb prices without hurting themselves.

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