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Apjit Walia Quotes
«Going forward, sales guidance could still be conservative for the third quarter and on gross margins we now have a more positive number. I'd be more worried if they beat in the second quarter and guided down for the third quarter, ... But the stock is just priced to perfection right now.»
Author: Apjit Walia
«Any time a high-tech company goes for paying a dividend, they are telling you that they are maturing, that their industry is maturing. When you are a growth company you invest the cash in growing the business.»
Author: Apjit Walia
«This is very much a good sign for holiday PC sales.»
Author: Apjit Walia
«I think investors are still trying to figure out whether this is a fundamental recovery or a short term stabilization, ... I don't think people can tell right now.»
Author: Apjit Walia
«This should put to sleep any bears on Intel who thought PC demand was weak.»
Author: Apjit Walia
«Intel's gross margins tie into the chip cycle. When the cycle starts to peak, margins at Intel peak.»
Author: Apjit Walia
«When companies cut prices, it always hurts the whole environment. But you have to work through inventory. Intel doesn't want to take a charge to write it off.»
Author: Apjit Walia
«Consumer oriented chip companies are seeing more strength now. The rest of tech is still pretty weak,»
Author: Apjit Walia
«You've got this supply issue and people want to see how they execute through the [current] quarter.»
Author: Apjit Walia
«Intel's financial position and status as the semiconductor bellwether may be in jeopardy if it fails to find strategic opportunities in other faster growing markets such as communications and consumer electronics.»
Author: Apjit Walia