Eric Ross Intel Quotations

If Intel is seeing some problems, and it's not all market-share problems, that's got to affect the rest of the semiconductor industry. We heard there are inventories of PCs out there as well.

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.

AMD must be gaining share. PC demand is strong, even if Intel isn't.

This is pretty positive. Intel blew away the numbers,

This is an unusual and unexpected pricing move. Typically, Intel will lower pricing on its older-generation product line when ready to introduce a new product.

Intel has been struggling to find a way out of PCs for the last six or seven years. I never dreamed they'd drop 'Intel Inside.' Their marketing has been exceptionally successful.

Does the drop in Intel's stock worry me? No. It's an indication that people made money in Intel and are trying to lock in their gains.