Channel checks reveal PC pricing pressures continue to ratchet up, with no indications of easing until mid-2001. We also believe that notebook demand, one of Intel's strongest drivers, has slowed, leaving Intel with less cushion relative to its overall exposure to the PC industry.
Charlie Glavin
Related Channel checks reveal PC pricing pressures continue to ratchet up, with no indications of easing unt... CHARLIE GLAVIN We believe that the PC environment hasn't improved, and visibility still remains quite poor. We expe... CHARLIE GLAVIN We believe that the PC environment hasn't improved, and visibility still remains quite poor, ... We ... CHARLIE GLAVIN We believe growth of the PC industry will continue and are taking appropriate steps to make sure tha... CRAIG BARRETT It's important for Intel in the sense that it should accelerate their overall revenue and earnings g... ERIKA KLAUER We believe PC demand in the last two weeks of December was terrible, leading to lower expectations f... DANIEL NILES We remain concerned that continued declines in PC pricing will continue to make PC revenue growth ha... BILL FEARNLEY However, we believe a bright spot for (Silicon Image) was its exposure to the consumer Japanese mark... CHARLIE GLAVIN It's a series of stumbles that Intel has had over the last 12 months. They had the inventory correct... DAVID WU This should put to sleep any bears on Intel who thought PC demand was weak. APJIT WALIA Intel reflects the heart of the PC industry. Their announcement will be the true representation of t... ASHOK KUMAR We are not suggesting 'don't buy a PC. The PC upgrade cycle will continue. But don't delay the adopt... DON BARNETSON The challenge is to integrate Digital and have an effective enterprise solution strategy going forwa... ART RUSSELL If you think about the history of the PC industry, the PC industry has essentially been nothing but ... ERIC SCHMIDT HP has a long history of innovation in PC technology, and we will continue to protect our investment... JOE BEYERS We plan to continue the success of the Gateway Convertible Notebook line with our new models that de... CHAD MCDONALD It has been a pleasure to work with Cablevision and combine our talents and resources to create soft... ANNE MARIE During the past quarter we faced a number of challenges that impacted our PC business, including com... JOEL KOCHER Overall, we believe that the earnings outlook for Medtronic is the strongest in the industry, and Me... GLENN NOVARRO No surprise on the pre-announcement here. We know the PC industry has been weak. ART RUSSELL What we're seeing is an extension of PCs. We're probably going to see those companies with PC exposu... DAN SCOVEL A lot of the best news is associated with the PC industry. Intel has been not just a bellwether in t... ARNIE BERMAN The momentum we saw coming into the second quarter has all but disappeared as businesses continue to... LOREN LOVERDE A second-half of the year Vista launch was expected to be a large DRAM demand driver as Vista is exp... SHEKHAR PRAMANICK We believe the size of Apple's pre-announcement of fiscal first quarter results, its second for the ... KEVIN MCCARTHY Interactive entertainment is going through a dynamic period, ... Video and PC games are becoming ubi... DOUGLAS LOWENSTEIN We continue to believe that the underlying drivers of productivity growth are turning less favorable... JAN HATZIUS Today, we are focusing on products that will make this technology real to notebook PC users in the s... FRANK SPINDLER We are seeing increasing demand for DRAM [dynamic random access memory] chips in line with growing P... BEN TSENG We can not ignore that there are price pressures in the PC, that is sort of a foregone conclusion, e... ANDREW BARRETT When we downgraded the PC stocks in September, we were concerned about signs of weak consumer demand... ANDY NEFF When we downgraded the PC stocks in September, we were concerned about signs of weak consumer demand... ANDY NEFF We expect Apple to broaden its use of Intel processors with the likely introduction of new low-end a... KRISHNA SHANKAR We expect the PC price war to intensify in the second quarter as Dell joins the battle, (and) we bel... HENRY KING Intel-powered Macs present an interesting proposition to tomorrow's IT client-PC roadmap. CARMI LEVY Apple has always leveraged technologies that the PC industry has driven to critical mass - the bus s... BILL GATES While it is a good thing that Apple is taking steps to protect its margins, we believe that Apple di... DANIEL KUNSTLER But given the low level of inventories, strong global demand and lack of a cushion, we believe the m... LARRY GOLDSTEIN Strong market growth continued to be driven by lower prices and mobility in the third quarter. These... CHARLES SMULDERS Anyone can learn how to communicate with animals if they are open to the process and willing to prac... KAREN A. ANDERSON We are committed to moving forward with Virtual PC. AMANDA LEFEBVRE Compaq walked away from PC market share when pricing was irrational. DAN NILES I think the PC will continue to be around for a long, long time to come. We see a new range of produ... ECKHARD PFEIFFER Charlie has been out of the game for a year since leaving Clyde but has looked good in training. Mit... ALLAN MOORE A lot of the early engagement we have had has been with nontraditional PC vendors, although there is... BILL MITCHELL The bottom line is that we want images on PCs to become as easy to use and as ubiquitous as text is ... CRAIG BARRETT Intel is not getting into the PC business. Our platforms are PC ingredients. This is another example... CHRISTINE DOTTS We essentially are giving up holiday 2006, and for notebook makers that is going to impact their bot... RICHARD DOHERTY We believe the Basic PC segment has the potential to expand our markets and bring us new users. SEAN MALONEY We continue to believe that Level 3's valuation looks unattractive relative to its peers. ADAM QUINTON We are very excited to team up with Cannon PC to offer our Media Center Communicator to their custom... DEAN WEBER If we want the PC market to grow, we need to break that lock between PC literacy and English. AJAY GUPTA From the perspective of consumer groups, it is legislation that basically allows the industry to con... ABIGAIL CAPLOVITZ A regular PC uses between 100 and 200 watts and a standard notebook uses 40 to 50 watts. MARK SUMMER We have experienced a significant slowdown in demand for our products, especially the Voodoo 3 and V... ALEX LEUPP There's an expectation built into Nortel's valuation for the company to outperform relative to expec... CHRISTIN ARMACOST We're not trying to cannibalize the [consumer electronics] industry. We want them to tap into the PC... HAL SPEED The PC market is in a very mature stage in its evolution, ... That is why vendors are expanding thei... ERIC KLEIN The global PC market is made up of many geographic, customer and product markets, many of which cont... LOREN LOVERDE What can help Intel is a corporate PC upgrade cycle. People have been expecting one for some time bu... JAY WONG Then you've made the only choice. But there's a penalty attached, as there is to most things you wan... MARGARET MITCHELL In the past, we've had inventory going into the channel and then pricing actions going into December... JAMES STATEN The market is still waiting for HSBC results, which will have a big impact on the direction of the m... ANDREW TO Property shares had a technical rebound, but interest rate concerns will still affect properties unt... ANDREW TO Bank of China's results were quite good; double-digit growth can be taken as good results for a bank... ANDREW TO The index tried to challenge 18,000 but failed, so that triggered profit taking. Tokyo's slide also ... ANDREW TO Trading seems to be focusing on selective counters because investors are cautious amid interest rate... ANDREW TO We're seeing a minor technical rebound after Wall Street rebounded from two days of losses. The key ... ANDREW TO Some investors have returned to pick up the stock at bargain prices. ANDREW TO I think the take-up for the placement is not too good and other property developers may be discourag... ANDREW TO We are afraid that our freedoms and liberties will be infringed in the future. ANDREW TO I think there was some minor selling pressure on telecom stocks as the market continued to see a wea... ANDREW TO How should I know?" said Alice, surprised at her own courage. "It's no business of mine." The Q... LEWIS CARROLL We are extremely honored to be recognized by PC Magazine as one of the leaders of Internet filtering... JACK SUNDERLAGE We believe that Apple has it wrong: they've talked about it being the post-PC era, they talk abo... B. KEVIN TURNER Wireless should continue to contribute solid growth in the fourth quarter, but this growth is expect... BILL AYLESWORTH Second, by reducing the demand for general-purpose PC operating systems and the barriers to entry in... FREDERICK WARREN Digital distribution is already starting to play a huge role in the PC games business, with many PC ... BRIAN KALINOWSKI Despite the backing of the PC industry's two biggest titans [Microsoft and Intel], it looks as if HD... CLIFF EDWARDS Toshiba's new Satellite A105 platform balances state-of-the-art features with affordability in an at... JEFF BARNEY [And while some (including Kumar) are convinced that Intel's recent troubles may mark the nadir for ... ASHOK KUMAR The company has become increasingly immune to the vagaries of the PC market. CHARLIE WOLF The PC industry is champing at the bit to provide downloaded movies that might compete with DVD sale... GERRY KAUFHOLD Windows is probably the most important product in the entire PC industry. Everything we do in terms ... BILL GATES Why be an ostrich? MARGARET MITCHELL The new generation of consoles has as much power to do the kind of games that we do as the PC does. WILL WRIGHT This year, Intel is being affected by an ever-aggressive AMD, a roadmap that continues to have glitc... APJIT WALIA Notebooks continued to storm ahead with a solid 54 percent year-on- year growth in the first quarter... BRYAN MA Being PC is nothing more than perpetuating crap that a fallen world embraces. JAIME CONTRERAS It is still too early to judge whether the froth will become evident on a widening geographic scale ... ALAN GREENSPAN Companies like Microsoft over the next several years are going to remain dominant and prosper. Intel... EUGENE GLAZER We continue to believe (Boyd Gaming) has significant potential for future growth with its strong pip... LARRY KLATZKIN Currently, we are facing slower-than-expected demand due to economic uncertainties which we believe ... MICHAEL KRASNY PC: can also stand for politically corrupt!! JALAL ERRAZI As highly trained technology professionals that are in direct contact with the small business market... LYNN CASTLEVETRO (A new operating system) just opens up -- sorry to use a pun -- new windows of opportunity of what p... ELLIOT KATZ Our intermediate-term 'strong buy' rating for Intel stands -- first-quarter PC inventory rebuild sho... MERRILL LYNCH If we're honest with ourselves, most of us know the one thing we lack. CRAIG GROESCHEL In my view the tablet and the PC are different. You can do things with the tablet if you are not enc... TIM COOK Do no look for that ideal person to be with, be that ideal person. JEFFREY FRY
More Charlie Glavin
We knew there were some constraints but not to the degree that it ended up manifesting itself in ter... CHARLIE GLAVIN We believe that the PC environment hasn't improved, and visibility still remains quite poor. We expe... CHARLIE GLAVIN We believe that the PC environment hasn't improved, and visibility still remains quite poor, ... We ... CHARLIE GLAVIN Channel checks reveal PC pricing pressures continue to ratchet up, with no indications of easing unt... CHARLIE GLAVIN That would be an old dog learning new tricks. This is not a company or a management team that has be... CHARLIE GLAVIN It appears AMD has engaged in a price war, where it is essentially bidding against itself. CHARLIE GLAVIN It appears AMD has engaged in a price war, where it is essentially bidding against itself, CHARLIE GLAVIN Margins and revenue were better than feared. Inventories did go up as we expected but they basically... CHARLIE GLAVIN It's a little more bullish than I thought. I thought they would err on the side of being more conser... CHARLIE GLAVIN We are not changing our estimates today, but do expect to have to lower them again after the call --... CHARLIE GLAVIN However, we believe a bright spot for (Silicon Image) was its exposure to the consumer Japanese mark... CHARLIE GLAVIN We were previously looking for revenue of $16.1 million and earnings per share of one cent. Weak dem... CHARLIE GLAVIN Though painful, Intel has completed a difficult 1999 transition year, and is now poised to demonstra... CHARLIE GLAVIN Going into Intel's third-quarter earnings report, we are becoming more cautious about how Intel is g... CHARLIE GLAVIN Our October downgrade was based on concerns that are manifesting themselves now, although current co... CHARLIE GLAVIN It wasn't until the Convention on the Prevention and Punishment of the Crime of Genocide was rat... 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CHARLIE KIMBALL The pros and cons of using the apron are likely above my pay grade, but with or without it, the Indy... CHARLIE KIMBALL My team fills two separate drink bottles for me in the car. One is water, and the other has orange j... CHARLIE KIMBALL There's a wire injected under my skin a few days before an event and connected to that is a wire... CHARLIE KIMBALL As the son of a racing car designer and mechanical engineer, I was exposed to motorsports from day o... CHARLIE KIMBALL Racing is what I live for, and it makes my world go around. Having said that, without the support of... CHARLIE KIMBALL Gone are the days when you could lie on a beach between races and still be in good enough shape to c... CHARLIE KIMBALL I have a great race team, great grew members, awesome health care team, endocrinologist, nutritionis... CHARLIE KIMBALL You don't get a mix of ovals and road/street course racing with this level of competition and sp... CHARLIE KIMBALL It takes more than driving to become an IndyCar driver. Gone are the days when drivers show up Frida... CHARLIE KIMBALL Being diagnosed with diabetes can be a very scary thing, and it can easily make your life stand stil... CHARLIE KIMBALL Heights make my feet tingle; not sure if that is a phobia, but it isn't the greatest feeling. CHARLIE ROWE We all want to help one another. Human beings are like that. We want to live by each other's hap... CHARLIE CHAPLIN That is why, no matter how desperate the predicament is, I am always very much in earnest about clut... CHARLIE CHAPLIN The hate of men will pass, and dictators die, and the power they took from the people will return to... CHARLIE CHAPLIN What do you want a meaning for? Life is a desire, not a meaning. CHARLIE CHAPLIN Man as an individual is a genius. But men in the mass form the headless monster, a great, brutish id... CHARLIE CHAPLIN I remain just one thing, and one thing only, and that is a clown. It places me on a far higher plane... CHARLIE CHAPLIN The glamour of it all! New York! America! CHARLIE CHAPLIN The saddest thing I can imagine is to get used to luxury. CHARLIE CHAPLIN I am at peace with God. My conflict is with Man. CHARLIE CHAPLIN This is a ruthless world and one must be ruthless to cope with it. CHARLIE CHAPLIN We think too much and feel too little. CHARLIE CHAPLIN Life could be wonderful if people would leave you alone. CHARLIE CHAPLIN A man's true character comes out when he's drunk. CHARLIE CHAPLIN Nothing is permanent in this wicked world - not even our troubles. CHARLIE CHAPLIN