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


Apjit Walia

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We're seeing a little bit more cautiousness. So much of the tech sector is dependent on the consumer...
LUCY MACDONALD
A lot of these speculative names have rallied more than blue chip tech companies only because they w...
ADAM ADELMAN
What we are seeing now is a much more flexible regime that is likely to appeal to a much wider range...
DAVID BROWN
We are seeing good strength overseas, particularly in Europe, which had been a weak spot for McDonal...
PETER JANKOVSKIS
The market fell 5 percent last week so it should stabilize a bit, but tech stocks are still weak.
HERBERT LAU
The consumer is in pretty good shape. The American consumer hangs in through thick and thin, and now...
DAVID ABELLA
This year, Intel is being affected by an ever-aggressive AMD, a roadmap that continues to have glitc...
APJIT WALIA
I don't think this is market share (loss) but some inflection in demand for PCs. This will worry peo...
APJIT WALIA
The most reassuring thing is they are seeing very strong demand,
APJIT WALIA
Going forward, sales guidance could still be conservative for the third quarter and on gross margins...
APJIT WALIA
Intel's gross margins tie into the chip cycle. When the cycle starts to peak, margins at Intel peak.
APJIT WALIA
Intel's financial position and status as the semiconductor bellwether may be in jeopardy if it fails...
APJIT WALIA
It's not a surprise at all ... we are picking up end- demand softness since early January and invent...
APJIT WALIA
We strongly believe this isn't the worst it can get.
APJIT WALIA
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 inven...
APJIT WALIA
This should put to sleep any bears on Intel who thought PC demand was weak.
APJIT WALIA
I think investors are still trying to figure out whether this is a fundamental recovery or a short t...
APJIT WALIA
This is very much a good sign for holiday PC sales.
APJIT WALIA
Any time a high-tech company goes for paying a dividend, they are telling you that they are maturing...
APJIT WALIA
We will see a differentiation between chip companies that are exposed to pure IT spending and those ...
JAYE MORENCY
The apples are riper. Tech companies going public are more established compared to the ones at the t...
KATHY SMITH
The industry is moving more toward an industrial tech manufacturing model, one that is run-rate orie...
CARL JOHNSON
The average international consumer is eating more expensively. With really good restaurants appearin...
DAVID MCMILLAN
There are not many companies in consumer staples right now that are able to raise estimates.
BRYAN SPILLANE
I think investors have got to be more selective than usual for a few reasons. There's really a broad...
ROBERT ROBBINS
I hurt my shoulder pretty good. I'm still questionable right now. I got a couple more hours of rest,...
MARSHALL STRICKLAND
The energy companies still command the majority of the weather market, though we are seeing more agr...
BRADLEY HOGGATT
My strategy is to stay with companies that are executing well despite the negative tech backdrop. At...
ANDREW PRATT
Our life is a series of moments. Let them all go. Moments. All gathering towards this one.
NOW IS GOOD
We're still in a seasonally weak period of year, where companies are trimming workforces, ... It wei...
GARY THAYER
Overall, (Maytag's) competitive position right now is pretty weak.
DAVID MACGREGOR
Today is very news driven. You've got GE, you've got HPQ, and the economic reports were a little bet...
DONALD SELKIN
My concern is that they're (airlines) going to try and chip away at the minimums we have right now f...
DUANE WOERTH
Sentiment is weak right now and we're seeing a lot of short-term retail money selling.
JAMES HONG
With the Fed raising rates, the more speculative tech stocks start to fade and the good-old favorite...
DENNIS MCKECHNIE
Clearly the far more important factor for tech is the relative strength of the economy. It trumps th...
DAVID JOY
Stubbornness is the strength of the weak.
JOHANN KASPAR LAVATER
weak men are afraid of a woman's strength.
R.H. SIN
Tech companies tend to do tech best.
SAM ALTMAN
Maybe handset sales in China are okay but that's not enough for the U.S. tech market to rally on. Co...
JAMES MCGLYNN
We have created a blue chip market for blue chip companies.
BOB GREIFELD
When you confront, you are more result oriented.
SUNDAY ADELAJA
Those consumer-oriented stocks gained quite aggressively yesterday after the January retail sales da...
WARREN HAMMOND
Rudeness is the weak man's imitation of strength.
ERIC HOFFER
Rudeness is the weak man's imitation of strength
ERIC HOFFER
Rudeness is the weak man’s imitation of strength.
EDMUND BURKE
We're still seeing some rotation into more cyclical stocks ... such as consumer products makers, and...
IAN SCOTT
We are still seeing strength in the labor market with wages rising. We are waiting for further decli...
MASATSUGU YAMAMOTO
It's fair to say that we're seeing an improvement after a soft patch when a lot of companies were mi...
BERT HOCHFELD
We are seeing pretty solid export growth. You are starting to see the U.S. benefit from faster growt...
LARA RHAME
I think Wall Street is very important, especially to tech companies. Wall Street will get in their r...
DAYMOND JOHN
We're at a funny point in the cycle. The companies have reported that they're seeing some growth for...
RAY RUND
A lot of companies reported stronger-than-expected results, and we are not talking here just about t...
DICK GREEN
She did three runs of slalom training, but not at full strength. She still has some temperature and ...
OZREN MUELLER
Bottom line, it was hard to get excited as most of the demos focused on corporate or web/graphics or...
CREDIT SUISSE FIRST BOSTON
Rudeness is a weak imitation of strength.
ERIC HOFFER
The paradigm of our current situation remains: the consumer prices also on imported goods stay high ...
CHIEF JUSTUS GAROëB
Tech has been hit hard this year, with the semiconductors down nearly 40 percent, so we've been seei...
DOUG SANDLER
India has long been an exporter of talent to tech companies... But it is India that's now underg...
SUNDAR PICHAI
'Vanity pages,' is somewhat of a derogatory term; personal pages are still the heart of blog...
EVAN WILLIAMS
Companies still aren't hiring, and until they do, it's hard to see strong consumer spending.
DOMINIC WHITE
The large cap tech stocks in particular are really looking very, very attractive right now. At the m...
GRACE FEY
It's strong across the board. We're seeing double-digit growth -- that's pretty dramatic -- and stro...
DIANE GLOSSMAN
The advantage of the consumer businesses is they tend to be much broader-based, much larger number o...
MARC ANDREESEN
It's no secret that the longer plant workers are on the job, the better it is for productivity, ... ...
JASON VINES
I used to think you were weak and just didn't fight back ... but now, honestly, I think you're actua...
RICHELLE MEAD
The overall story is one of continued strength of the consumer but there are a couple of underlying ...
MICHAEL NIEMIRA
The strength of any organization is a direct result of the strength of its leaders. Weak leaders equ...
JOHN MAXWELL
Our farmers are seeing better yields and are doing it more efficiently, yet they're still losing mon...
BRENDA RANUM
Chinese pharmaceutical companies are seeing more anti-dumping or anti-subsidy cases. The conflicts a...
CUI BIN
Next week's market is going to be big for tech companies. As long as the Nasdaq powers ahead, we're ...
JEFFREY R. HIRSCHKORN
The deal flow we are seeing out there from companies trying to go public is not overly excessive rig...
GRANT BABYAK
There has been a lot of selling pressure on the bond markets recently. The Treasuries market is stil...
MARIUS DAHEIM
It was not great, just good. The consumer spent a little better than many expected. Consumer confide...
DAN POOLE
What we're seeing now is a pretty brisk uptake in customer adoption.
KIRBY WADSWORTH
The driver of earnings for this year and next in tech should be more on the enterprise side and not ...
BILL THOMAS
Brand marketers don't believe that ad-tech companies view brands as true partners. Ad-tech compa...
JOHN BATTELLE
We have created a blue chip market for blue chip companies. Nasdaq is raising its financial listing ...
BOB GREIFELD
[Greenberg, however, thinks such fears are overblown.] I think [disclosure at] Liberty is clearer th...
BILL NYGREN
Strength is not a virtue of the strong but an illusion of the weak
ELYMOR JAN B. HERNANDEZ
The strength in European earnings is the result of a tremendous rise in productivity. That explains ...
PHILIPPE BRUGERE
While we are still seeing competitors add more customers the survey indicates the rate of growth is ...
BILL WORDLEY
At $50 to $60 a share, that was probably the right currency to buy high-flying tech companies. For c...
BRUCE HYMAN
It is observed that the red-haried of both sexes are more libidinous and mischievous than the rest, ...
JONATHAN SWIFT
This is the right guy at the right time, ... He is a high tech guy and a high growth guy who is very...
MARK STAHLMAN
Givers reject the notion that interdependence is weak. Givers are more likely to see interdependence...
ADAM GRANT
A combination of weak consumer spending and challenging world markets is weighing on UK manufacturin...
IAN MCCAFFERTY
The way of the world isn't the strong devouring the weak, but the weak deceiving and poisoning and w...
N.K. JEMISIN
I would say the consumer Internet companies - in a lot of ways, if you go inside the consumer Intern...
MARC ANDREESEN
[T]hose who are in a position of strength have a responsibility to protect the weak.
THOMAS CUSHMAN
This [Microsoft news] is going to take a little while for the markets to digest, but there are a lot...
BRAD REBACK
There are a couple of trends building this year. The most obvious one in the consumer category is DV...
SCOTT CAMERON
People are taking some comfort in results and a feeling that the economy is getting better, but ther...
JACK ABLIN
Tech companies are frustrated with equity analysts and their inability to get beyond the quarterly c...
DEBORAH WILLIAMS
It is more trendy than it used to be. A lot of the celebrities now are knitting. That is always a dr...
KRISTIN DEGNAN
The tech market was a speculators' market back then. It was a difficult environment to invest in. Fl...
JAMES MORROW
Our industry, I think, is in pretty good shape. There's a big requirement on a global basis to move ...
JAMES MORGAN
We're in the midst of the U.S. reporting season, which looks pretty good. Companies in Europe seem t...
CHRIS IGGO
You can always pay a dividend but once you start, it's hard to stop, ... Is paying a dividend in the...
ZACH SHAFRAN

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This year, Intel is being affected by an ever-aggressive AMD, a roadmap that continues to have glitc...
APJIT WALIA
I don't think this is market share (loss) but some inflection in demand for PCs. This will worry peo...
APJIT WALIA
The most reassuring thing is they are seeing very strong demand,
APJIT WALIA
Going forward, sales guidance could still be conservative for the third quarter and on gross margins...
APJIT WALIA
Intel's gross margins tie into the chip cycle. When the cycle starts to peak, margins at Intel peak.
APJIT WALIA
Intel's financial position and status as the semiconductor bellwether may be in jeopardy if it fails...
APJIT WALIA
It's not a surprise at all ... we are picking up end- demand softness since early January and invent...
APJIT WALIA
We strongly believe this isn't the worst it can get.
APJIT WALIA
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 inven...
APJIT WALIA
This should put to sleep any bears on Intel who thought PC demand was weak.
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I think investors are still trying to figure out whether this is a fundamental recovery or a short t...
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This is very much a good sign for holiday PC sales.
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Any time a high-tech company goes for paying a dividend, they are telling you that they are maturing...
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