Intel's gross margins tie into the chip cycle. When the cycle starts to peak, margins at Intel peak.
Apjit Walia
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JOAN HOOPER at the peak of my career with the title.
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CHRISTOPHER PAOLINI The profit margin index is well above the 50%-level, indicating that, for most firms, profit margins...
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More Apjit Walia
Consumer oriented chip companies are seeing more strength now. The rest of tech is still pretty weak...
APJIT WALIA 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 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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APJIT WALIA This is very much a good sign for holiday PC sales.
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