22 ordspråk av Apjit Walia

Apjit Walia

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 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.

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

 Expectations are obviously still high right now. But this could be a year where people may get disappointed where you'll see a little of slowdown in the industry.

 For the first time we're seeing weakness in the food chain and share loss. We don't usually see them at the same time.

 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.

 I don't think this is market share (loss) but some inflection in demand for PCs. This will worry people, Intel is the canary in the coalmine, when it sees weakness it's a warning for the rest of the sector.

 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.

 Intel is capacity constrained. This could hurt upside to the fourth quarter numbers if they don't fix the problem.

 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.

 Intel's gross margins tie into the chip cycle. When the cycle starts to peak, margins at Intel peak.

 It's a surprise, they are obviously in trouble with [market] share and are seeing weakening PC demand, which is worrying for the rest of the market.

 It's not a surprise at all ... we are picking up end- demand softness since early January and inventory build and I think this is consistent with that. Intel's in troubled waters for a couple of quarters.

 People always look at Intel as a canary in a coal mine. When they're weak, it means something is wrong with the rest of the sector. It's early to say that, but it definitely will make people get up and worry.

 The most reassuring thing is they are seeing very strong demand,

 They are more capacity constrained more than they're letting out. They're missing some of the upside and essentially that business will fall into the next quarter.


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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.



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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.



Här har vi samlat ordstäv och talesätt i 34 år!

Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!




På TV:n bestämmer någon annan. Här bestämmer du själv.

www.livet.se/proverb