Intel Quotations | Page 2

Typically Intel looks for small companies that it can easily assimilate, and if the deal doesn't work, it would just get lost in the shuffle.

The problems are really isolated to the consumer end of the PC market in Europe, and that's being reflected in Dell and Gateway. We downgraded Intel this morning, but the stock's fall has factored in most of the revenue shortfall.

We are seeing positive results from the launch of new products across all segments, including the introductions of the Pentium III and Pentium III Xeon processors and higher speed Intel Celeron and mobile Pentium II processors,

The PC market is in a very mature stage in its evolution, ... That is why vendors are expanding their strategies beyond the box, expanding into services and storage. You also see Intel moving into the rapidly growing area of communications chips.

We primarily teach them about sales. What I try to get across to all the companies, whether it's Intel or Microsoft or a little company in Ogden, they don't know how to sell, but that's what we know how to do.

We are happy to have Intel join the World Congress program. Leaders like Louis are accustomed to making strategic decisions concerning uses of technology in healthcare and will help the Congress open up opportunities for better IT implementation and access across these fields.

We won't see 64-bit running on the desktop until 2006. This is a short-term play for AMD, but it's the right play. If they had gone after Intel and tried to beat them in the 64-bit space, I think that would have been difficult. As it is, it's going to be difficult for AMD to make it into the 64-bit enterprise space.

We won't see 64-bit running on the desktop until 2006, ... This is a short-term play for AMD, but it's the right play. If they had gone after Intel and tried to beat them in the 64-bit space, I think that would have been difficult. As it is, it's going to be difficult for AMD to make it into the 64-bit enterprise space.

We're excited to provide this new version that is now compatible with the new Intel machines. Universal Binary is an exciting and innovative new change for Apple.

We've been working closely with Intel and IDT on this new technology. These relationships will enable Micron to make available an unparalleled amount of memory for servers.

The critical thing they delivered on is what people, including analysts, were expecting. They have begun the Intel transition sooner rather than later.

The expectation is that Intel won't say anything good, so if they say something that's at least OK, I think you could see a little rally off of that,

What Intel says tomorrow will set the tone for techs in the next few sessions,

What Intel is trying to do is put some distance between multiprocessor configurations, which will be Xeon-based, and Pentium 4 chips for the desktop and low-end workstation environments,

What Intel hopes it will do is attract consumers and commercial buyers back to a more expensive PC, so they can sell their higher-end processors.

There are a lot of positives -- Intel said some good things; Greenspan is saying that oil prices are a wild card, which we knew already, but that inflation is under control. But we're mixed, bouncing around today (Wednesday). You've got big names coming out in the next day and you need some of these giants to say tech is improving.

There are many other things they are probably looking at and would look at more should the decision be made that Intel has a monopoly.

We have been cooperating, providing documents and answers, and we did so again on Tuesday. It's not unusual for a company with the successful track record of Intel to come under scrutiny.

This takes the brand strategy and aligns it with the business strategy that has been underway at Intel for several years.

This tagline is Intel's unique brand promise and is designed to communicate what drives Intel as a company, and what Intel makes possible. 'Intel. Leap ahead.' is a simple expression that declares who we are and what we do. This is part of our heritage. Our mission at Intel has always been to find and drive the next leap ahead - in technology, in education, social responsibility, manufacturing and more - to continuously challenge the status quo. It's about using Intel technology to make life better, richer and more convenient for everyone.

We think the semiconductor companies are starting to look very interesting, if you have a 12-month time horizon. Our favorite is Advanced Micro Devices, secondarily Intel at 25, 26 is interesting. We think (Advanced Micro), however, can go up about 50 to 100 percent,

You have Intel that reports tonight, so you saw a pretty decent run on the semis and that took technology with it early. But then you're seeing a little bit of profit-taking just in case that Intel number isn't quite as good as people hoped it would be.

We believe PC demand remained sluggish in October and Intel is facing a more challenging competitive environment.

We are shipping the fastest available microprocessor available in the Intel Core Duo family that they can produce.

We believe growth of the PC industry will continue and are taking appropriate steps to make sure that Intel will be able to meet the needs of our customers.

There are pretty high expectations. Intel needs to show their technology road map and prove it.

When you have both Intel and Microsoft on your case, you know you're doing something right.

We are expecting some positive news out of an Intel Developer Forum being held this week in San Francisco, which might involve RIM.

The reason they are doing this is they need to move away from the PC to being a solution provider. The real growth for the next five years is cell phones, and for the next 10 years is probably consumer electronics, and Intel has done a really poor job of penetrating those areas.

Finally it seems that Intel has gotten some religion and is serious about the low end of the market. It's an old school method of Intel of hitting you hard with the hammer.

Fighting Intel for $80 offerings will be very hard, but if you can build a reasonable business selling $50 processors, I don't think Intel will argue with that.

Expectations were so high for Intel that they couldn't help but disappoint,

Expectations are just really high for companies now. It has more to do with psychology than Intel itself.

While we believe the transition to Intel remains a risk, so far the impact has been negligible. We believe Mac momentum will likely carry into the December quarter.

While we believe there are some near-term risks to earnings upside due to the transition to Intel processors in the first half calendar 2006, we believe several fundamental positives position Apple for continued growth and share price appreciation over the long-term.

We've had this program since the mid-1970s and it's really become a part of the corporate culture, not just for Intel but for many other Silicon Valley companies as well, ... It's funny because you start to measure things in 7-year increments. If you say, 'I've been here for six years,' someone will always say, 'Oh! One more year till sabbatical.'

The reason I am positive on the stock right now is the fact they are pushing into servers, workstations -- the things that are being driven by growth in the Internet. That is a big market that Intel can dominate, I think, pretty quickly.

The reason for the (technology) decline is the combination of the Cisco earnings and the comments from CEO John Chambers. He basically said what Intel said recently: that customers are getting very cautious and that spending on technology is slowing.

The opportunity for AMD with Dell was a year ago. Last year Intel was a disaster. This year it's not the case, and you can't assume that Intel is going to continue to screw up.

There is nothing on the horizon that is going to turn this stock around quickly. ( Intel ) is like a big ship in the ocean. It takes time to turn.

The other companies, like Intel and IBM, are trying to take existing CPU architectures and get to this massive threading. But they can't. We are probably five years ahead, maybe two or three generations ahead.

The original theory was Netburst would show increasing performance benefits with increasing frequency. It didn't work quite the way Intel had anticipated.

This, we believe, really highlights the impact that Pentium III-M and 0.13 micron technology from Intel is going to have on the mobile segment,

This was a case about how Intel used intellectual property from its customers. It makes for a tougher case to prove when the competition improves, and customer are better off.

Though painful, Intel has completed a difficult 1999 transition year, and is now poised to demonstrate both its technology and manufacturing prowess - traits that enabled Intel's stock to double in prior cycles.

This year, Intel is being affected by an ever-aggressive AMD, a roadmap that continues to have glitches and, most importantly, a slowdown in the PC food chain that has started to show signs of exhaustion after 14 months of robust growth.

What can help Intel is a corporate PC upgrade cycle. People have been expecting one for some time but it is yet to happen.

When a major corporation like Intel chooses to relocate, the other corporations will follow.

We try to use best-in-class processors for all those technologies. Intel offers us the best platform moving forward.

We expect that the evidence it collects of Intel's Korean business practices will be made available to AMD, as will be the case in Japan, and that ultimately Intel will have to respond to it in the US litigation.

We expect Intel to focus keynotes on its strategy and roadmap in the Mobile and Digital Enterprise markets, vision of the Digital Home and the evolution of its platform and ecosystem.

We don't think the J105 range will cannibalize our Intel sales and have no interest in switching people from Intel to AMD.

We chose the Intel PXA9xx cellular processor because it provides us with the increased processing horsepower we need for future wireless applications, without compromising battery life requirements,

We chose the Intel (Hermon) processor because it provides us with the increased processing horsepower we need for future wireless applications, without compromising battery life requirements.

We chose not to take part in the Intel Inside campaign.

We think Intel is making a big mistake changing from an easily understood and descriptive tagline to one that conveys nothing more than boneheaded boardroom brand blather.

We think that there is relatively little likelihood that Intel will raise the midpoint of its guidance.

We did see what we think was a bit of a pause from some customers associated with the Intel transition.

Bigger deals were frequently being lost due to not having a branded server offering using Intel processors.

At some point the sales of non-PC computing devices are going to exceed those of PCs, at least in terms of units, and no way is Intel going to have the kind of market dominance it has in the PC market--there are just so many different types of devices, standards, and vendors.

A transition to Intel is technically possible but from a marketing standpoint it could be more challenging, ... Why ruin something that's doing well?

At 27 times our 2003 earnings estimate Intel is still expensive relative to its growth prospects and its own history.

Did you or others on behalf of Microsoft tell Intel that Microsoft would hold up support for Intel's microprocessor if Intel did not cooperate with Microsoft?

Corporate IT spending tends to be quite slow in the beginning of the year. March could be a strong month so it was prudent for Intel to lower guidance.

Coupled with weak PC demand, we believe Intel faces significant product transition risk to its next generation Pentium III microprocessor without a good cost structure in 2001.

As I look at Intel's product lineup versus AMD, it's clear that Intel is weakest in servers and strongest in notebooks. So from that standpoint I can see why Intel would want to create an impression that says they are closing that gap. It's kind of like how many angels can you fit on the head of a pin?

As I look at Intel's product line-up versus AMD, it's clear that Intel is weakest in servers and strongest in notebooks. So from that standpoint I can see why Intel would want to create an impression that says they are closing that gap.

And we invested three hundred thousand dollars, became the lead investor and I became Chairman of the Board of Scientific Data Systems, as I was at Intel for a while.

Ever since the Intel warning, there's been this nagging worry in the market over the outlook for semiconductor shares.

Entertainment PC leadership is up for grabs. There's no clear winner, but many companies would love to be in that spot. Intel is just taking its best shot.

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

There's plenty of room for Intel to raise their dividend and still have sufficient cash flow to fund their research and development,

There's a good chance that Intel will have to guide down on revenues. Seasonality is not being reflected in current estimates.

There's a full range from the entry models at an affordable cost to feature-rich ones with 100-gig hard drives and top-end Intel processors.

There's more to Intel than notebooks. China and India are seeing stronger-than-normal demand for desktops," ()

There's nothing more frustrating than seeing cynics sit there and say, 'Well, nobody can make any more money because Microsoft and Intel own everything.' Is the software industry mature, or is it embryonic? I would say it's embryonic. There will be a hundred more Microsofts, not just one.

There's nothing Intel can really do until the second half of this year to stem material share loss.

I see a convergence of desktop and notebook (capabilities). I've heard Kodak, Boeing, and Intel all say they are committing to a move to 100 percent notebook computer use in the next few years.

The worry with Intel is many investors are expecting higher corporate spending to offset potential weakness in consumer spending for GDP growth this year.

The wireless handset market is getting better so there is opportunity for Intel to see some growth,

The Satellite M100 notebook series offers consumers a stylish, lightweight notebook with the latest Intel processor technology optimized for mobile computing. It's an ideal notebook for anyone who wants affordable mobility without sacrificing performance.

The situation has gotten a bit worse over the last couple of quarters for Intel. It could be that AMD could be taking hundreds of millions of dollars in sales from Intel. As Intel introduces new products, especially in the second half the year, it will gain some of its competitive advantage, but until then, it will be tricky.

The semiconductor sector in general is in very good shape; the industry hasn't invested enough in capacity and that is actually very good for chip makers. Intel is often treated as a proxy for the chip sector, so the chip sector is doing well and so is Intel.

The smaller companies are riding the coattails of the larger companies. Historically, if Intel did well, it spoke well for all the semiconductor stocks. This earnings season, there's a very high chance that the coattail effect is going to be broken.

The smaller companies are riding the coattails of the larger companies, ... Historically, if Intel did well, it spoke well for all the semiconductor stocks. This earnings season, there's a very high chance that the coattail effect is going to be broken.

The significance of that is that there are a number of people that may view Intel as having reached peak margins and will view that as a negative.

Rumors have it that RIM will announce a deal with Intel to use their chips. Options volume is heavy with the bias on upside call buying.

Revenues turned the corner and were up slightly from last year, driven by significant year-to-year growth in the Intel architecture business,

Presumably there would be facts and documents of Intel that it does not necessarily want to broadcast to the public,

Samsung has placed price pressure on Intel in flash memory. When Intel raised flash prices last year, Samsung was a big beneficiary,

Personal computing is on the cusp of a significant shift in how users interface with the wide array of devices used on a daily basis -- whether you're at home, in the car or just on-the-go with a mobile device, the simplest way to find information is by voice. We're thrilled to collaborate with an industry leader in chip innovation like Intel and to demonstrate at the IDF conference that voice technology has arrived.

Personal-computer unit demand should grow at least 18 to 19 percent in 1997 versus 1996, and Intel is truly a pure play on that.

People come to us specifically demanding Intel, due perhaps to the way their applications have been designed. Alternatively, they have a personal affinity for Dell or Intel and are happy to pay extra to receive the brand.

The move to Intel is critical to Apple's future because it allows (the company) to attract the hard-core PC crowd. If they show they can run applications two or three or four times faster, they will get a lot of attention.

The old AMD used to sell its chips at a 25 to 50 percent discount to what Intel was charging. The new AMD more or less prices at parity (to Intel) and delivers higher levels of performance.

The most significant thing is that Intel intends to qualify not just access, but also the quality of video so as not to show jittery videos in a small window.

Despite our conservative remarks on margin compression and pricing intensity, we continue to believe Intel will meet our revenue forecast and reiterate our intermediate-term neutral and long-term accumulate rating.

Apple moved to the Intel platform because of the future. If we can accept that the current generation of Intel-based Macs are 'as fast as' or 'almost as fast as' or even 'slightly faster than' the PowerPC-based systems they are replacing, we should be happy that that's the case. Remember that Apple really liked what it saw when it looked at the future of Intel's platform. They saw not just dual core chips, but multi-core chips. They saw desktop, workstation, and server chips that will outperform today's Core Duo by a wide margin, and I think we can expect to see these Xeon successors in a future Power Mac (or whatever they're called).

Apple knows that even with this Intel chip switch, it's not going to go around talking about chips and what's inside the box. The company builds on the differentiation it's already found from its software, which combines with the design of the machine.

Apple has no desire or plan to sell or support Windows, but many customers have expressed their interest to run Windows on Apple's superior hardware now that we use Intel processors.