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Apjit Walia Quotes

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

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Capacity | Constrained | Letting | Missing | Upside |

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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

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

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

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