Apjit Walia Quotes


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


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. - Apjit Walia


We're picking up noticeable inventory build in the food chain for Intel. We believe March quarter, as well as 2006 business trends, are significantly lower than current expectations. - Apjit Walia


We strongly believe this isn't the worst it can get. - Apjit Walia


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


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


This is very much a good sign for holiday PC sales. - Apjit Walia


They are more capacity constrained more than they're letting out. They're missing some of the upside and essentially that business will fall into the next quarter. - Apjit Walia


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


People always look at Intel as a canary in a coal mine. When they're weak, it means something is wrong with the rest of the sector. It's early to say that, but it definitely will make people get up and worry. - Apjit Walia


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