Joseph Osha Quotations

By standards of PC microprocessors, it's slow, but for appliances, it's fast.

We currently forecast what we believe is a 'reasonable' recovery, which includes assumptions for slightly below-average sequential growth in the third quarter of 3 percent, above average sequential growth in the fourth quarter of 4 percent, and a fairly typical first-year recovery in 2003,

We also think that the Street's fourth quarter 2002 expectation of 17 cents in earnings per share is unreasonably high,

That may limit near-term downside to the name, although with doubts about the company's ability to fix its margin problems, we don't see much upside either.

With a meaningful edge on manufacturing technology for most of 2006 and a revamped product lineup coming, we think that 2006 will be a solid year for Intel, especially in the rapidly growing notebook market.

Demand appears to be tracking better than we had anticipated.

Essentially all of the upside came from non-operating earnings that were better than Intel had indicated it would see.

The impact on the bottom line is going to be minimal in the short term. It has large existing businesses in the analog and wireless markets already.