Intel Quotations | Page 4

It's really the next step in the evolution of desktop management systems. Today, management systems rely on the integrity of the operating system that they're trying to manage, and most of the time the reason you want to manage something is because the operating system is broken. Intel is breaking that link with these new systems.

About 811 million cell phones shipped in 2005. That is more than any other product on earth. That's why Intel is trying to get into the wireless business. The wireless market is growing faster than PCs.

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.

Desktop is a very small piece of our business, and it's going away. Our only customer is Apple (for laptops), and they are switching to Intel sometime next year.

Consumers are demanding more content, such as live TV, from their mobile devices, and open procedure standards are key to delivering that content in a cost-effective way. DVB-H is a very effective way to deliver high-quality, broadcast digital TV to mobile users, and Intel is a member of the Mobile DTV Alliance to help promote the standard and availability of this technology.

It's positive going into tomorrow and a great day for techs, considering IBM, Microsoft and Intel all came in ahead,

It's good to see Intel lifting their revenue outlook. You need technology to fall into place, and in technology, the semiconductors are the engine.

The landscape is changing. I just don't know what Intel can do to stop it.

The Intel numbers were actually in line with the whisper numbers, so the content is not so surprising, but the context is excellent, when you look at what happened in the quarter.

The Intel revenue warning provided further evidence of slowing growth in corporate earnings. Given that the market has already priced in this slow growth. downside from here should be pretty well muted for U.S. equities.

The Intel Storage Community is a constantly expanding resource that will help enable manufacturers, platform integrators and storage professionals to accelerate the deployment of high-performance, cost-effective storage solutions.

The continued build-out of the Internet has resulted in massive, inefficient server farms that run too hot and take up too much space. Given the extreme performance increase and low power consumption of our new Sun Fire servers, any company that has a web, application or database server farm based on Intel Xeon servers needs to test the Sun Fire T1000 or T2000 servers immediately and see the unmatched price/performance and energy savings for themselves.

The Intel chipset is much more complex. What they don't talk about is that the cost of the chipset will go up significantly.

The ISM Services data saved us from the Intel news this morning. With Intel there has been a lot of negative news that was already built in, so some of it may have been priced in. Investors now see the services sector is still growing, which is relieving the pressure the market has been under.

It's important for Intel in the sense that it should accelerate their overall revenue and earnings growth. It's important for the semiconductor industry because its introduction is likely to spur additional PC demand.

It's very focused on the Intel and IBM story today but it's a fairly flat trading day, ... All we've done is gain back a little bit of the massive losses. The damage is still out there with the losses still sitting around.

It's very unlikely that Intel would win, ... But once Intel does release that chip, AMD will have the challenge going forward of demonstrating that its dual-core technology is superior to that of Intel, while Intel will be saying to its customers, 'If you want a dual-core processor, we've got it.'

The vast majority of prisoners at Abu Ghraib, even after interrogation, had no further intel value whatsoever.

It will come down to how aggressively Intel enters the market.

It will take some time to gain traction. This is an attempt by Intel to stop treating technology as one size fits all.

It will become the Intel of this industry.

In posting the weakest Q4 revenue result and Q1 outlook since the bursting of the bubble, Intel has made it clear how much competitive ground the company has lost to AMD. The extent of the losses has exceeded our expectations.

In terms of the level of importance, this would be ù in this space ù the same thing as Apple announcing they were going to be using Intel processors,

Cisco, Intel and Microsoft are the three biggest companies in terms of their impact on the market. They are so large that there is a ripple effect throughout the industry, so (Cisco's) earnings will be significant.

High performance scientific and creative customers need to squeeze every last drop of performance out of their systems. We're thrilled that Intel has brought their respected suite of tools to help Apple developers maximize the performance of their applications on Intel-based Macs.

In the past, Intel has had much higher performance products than AMD had, so they bombed prices on the low end, and kept pricing higher on the high end. This time, AMD's got as speedy processors as Intel does at the high end. There's nothing Intel can do. They can't bomb prices without hurting themselves.

Investors should be encouraged since Intel can now increase production.

Investors will walk away hearing that things are coming in as expected, or maybe slightly better than expected. I don't think Intel will be ringing any bells.

Becoming an Intel STS semi-finalist shows the world that this teen has exceptional promise and has the potential to become one of tomorrow's great scientists.

Becoming an Intel STS semifinalist shows the world that this teen has exceptional promise and has the potential to become one of tomorrow's great scientists.

Channel checks reveal PC pricing pressures continue to ratchet up, with no indications of easing until mid-2001, ... We also believe that notebook demand, one of Intel's strongest drivers, has slowed, leaving Intel with less cushion relative to its overall exposure to the PC industry.

By the early part of next year, with everything else being equal, Intel should be ahead in the dual-processor side. Intel has bigger (fabrication plants where the chips are made), better margins and a better balance sheet. David beat Goliath, but that was a couple thousand years ago. That happens only once. In the real world, that doesn't happen. A one-year lead is not good enough.

I don't know how much Apple pays for that IBM chip, but you can bet it's absurdly low. Apple has this crazy idea that it shouldn't have to pay as much as everyone else. And whatever it's paying for the IBM chip, I'm sure it's paying more for the Intel chip.

The two biggies after the close (Tuesday) -- Microsoft and Intel -- were OK but certainly not a market turn-on,

It's great to see traditional control and custom market leaders like Vantage along with custom newcomers like EI and Intel bringing digital technology platforms to the forefront at EHX. There's no doubt, EHX is the place for custom integrators and retailers to get a handle on the technology changes that are revolutionizing our industry.

It was out of favor two months ago in this short-term mentality market. They're growing earnings. They're doing a very nice job. Intel, I think, is going to be a nice core holding for the next 5 years. This month, next month, this week, next week -- I don't think it matters. If you have money that can be in the market for 5 years, Intel is a good place for part of it.

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.

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.

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 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).

As far as their marketing goes, that's marketing. We continue to have a very solid relationship with Intel and nothing has changed in that respect. We probably are their largest customer; we shipped 10 million systems in the fourth quarter. I don't think any supplier is going to ignore a customer that is building that many systems and using that many of their parts in them.

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 durable goods made it look like the market was ready for a jump, but confidence knocked it back down. We're also in the worst of the summer doldrums. Then, Intel is also putting a damper on things. Markets tried to rally earlier, but couldn't because of Intel. The stock could probably hit its 52-week low soon.

The clear message from Intel to Wall Street is 'Let's not get carried away.'

The closure of the investigation reflects our view that Intel conducts its business in an ethical and lawful manner,

The earnings season got off to a very bad start with Intel and Yahoo and they are finding some relief today that they were not necessarily indicative of what we can expect for the rest of the fourth-quarter earnings season.

The earnings season got off to a very bad start with Intel Corp and Yahoo and investors are finding some relief today that they were not necessarily indicative of what we can expect for the rest of the fourth-quarter earnings season.

The dollar share shift over the past five quarters is truly unprecedented in this market segment, and highlights the challenge Intel faces as it brings next generation products to market in the second half of the year.

The growing strength of AMD puts Dell in a favorable bargaining position with Intel, in our view. Even if Dell does not move to adopt AMD, it is likely to continue to use them as a leverage point to gain further concessions from Intel. Intel seems likely to lose revenue and/or margin, either because Dell defects or because it is forced to offer incremental concessions to Dell to maintain their loyalty.

All indications that we've heard suggest that Intel has a good shot of reaching the upper end of its revenue guidance.

The K6 is in essence their attempt at survival and recapturing market share away from Intel. Right now, Intel dominates the market with an 85 percent share.

The finality of the inventory correction is not only great for Intel but the entire semiconductor market. Investors had been assuming that the first quarter would be the bottom but it's nice to see real evidence of it.

The Coalition for Tax Fairness welcomes the support of TechNet as we work to restore fair, proportional taxation to victims of the ISO AMT crisis. Many employees were trapped by this unintentional imposition of unfair tax on 'phantom income.' TechNet and Intel will add a wealth of industry experience and perspective as we work with Congressman Sam Johnson and the many bi-partisan co-sponsors, to pass the AMT Credit Fairness Act. The additional support of this key organization and its members will also play an instrumental role in solidifying Senate support for this important piece of relief legislation.

You continue to have investors weighing strong earnings -- in this case Yahoo! and Intel -- versus the fear of inflation again.

You could argue that Intel does have a higher level of requirement to play with all the PC vendors on a level playing field.

You could potentially use mirrors to make a huge leap in computer technology, and they've been working on that in places like the Lawrence Livermore Laboratory, funded by places like Intel and the big computer makers, ... I think in the next few years, it's going to break.

These processors are the first of many new low-cost PC desktop and mobile products from Intel in 1999, and they help reinforce Intel's leadership in this market segment worldwide.

These kinds of content experiences are going to explode, the way the Internet exploded 10 years ago. But it's got to be done in a way that the mainstream consumer is going to get it. One step is having a technology company like Intel pull those pieces together.

These are great core holdings. Intel has done particularly well and it is fully valued. If you don't own it, I think it should be in your portfolio.

Its market cap is so high, so any market cap weighted index that includes Intel is going to be hit.

It's that one-two punch. You downgrade Intel yesterday, you downgrade Micron today and it ripples all through technology - even the strong stocks can't hold up.

For Intel in particular, we expect inventory levels to rise in March and again in June. Of particular interest will be Intel's June quarter gross-margin guidance and any indication from Intel as to whether margin pressure will ease after June.

It's no secret that the PC business is a more mature business than 10 years ago. Intel needs someone with a different background.

It's a pack mentality, ... If LSI is showing a revenue slowdown, then we're going to sell everything that is related to semiconductors -- and that's why Intel is down.

It's all Texas Instruments today. After IBM and Intel last week, we're seeing tech take two steps forward, one step back.

Everyone knew it was a very difficult environment for PC's and microprocessors this quarter and I think the questions really were 'Is Intel able to see enough in time to kind of clamp down on expenses and keep that from being a problem in the first quarter,'

Everyone knew it was a very difficult environment for PCs and microprocessors this quarter. I think the question was really whether Intel would be able to see enough in time to kind of clamp down on expenses and keep that from being a problem in the first quarter, ... So, even though there is negative news here, it looks like they did clamp down on their expenses and it looks like the earnings hit isn't all that bad. Clearly the bad environment was already signaled by the stock's decline in the last few days.

That's probably the biggest issue facing Intel today, and the biggest issue facing the PC market as a whole.

This Microsoft news is going to be terrific for all those PC companies that have been taking it on the chin lately -- Intel being one, but Dell and Compaq and others, I think, will certainly benefit today.

This potentially reminds of similar events two and half to three years ago when Intel was ramping its 90nm process, from the predecessor 130nm, and did not achieve efficiency previously taken for granted in process transitions, ... Here they are at 65nm; our view is they cannot afford to repeat history now that AMD is about to ramp a large, modern production facility.

It's easy for No. 2 to gain share when No. 1 can't deliver enough products. It will get more interesting in 2006 as Intel brings new capacity on line.

There's been lot of expansion happening in the notebook computing space. That has helped Intel quite a bit, but they need to have something new if they are going to maintain their presence.

It seems Intel will finally get into the mobile phone market.

It's a series of stumbles that Intel has had over the last 12 months. They had the inventory correction among the PC makers. And the pricing competition. The sub-$1,000 PC got away from them and they had to play catch-up, so a number of things have happened.

It seems that an extra line of code was added to check to see what processor is in the computer ... apparently at the request of Intel. We want to know if this is another example of Intel trying to proliferate its monopoly. If it is, the public needs to know that.

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

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

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

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 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 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.

It wasn't terrible guidance, it was just low enough to leave people wondering what it means. What people were looking for or what the market needed was for Intel to....(deliver) unequivocal strength in guidance.

It's a deal that we have liked from the beginning. Anybody who comes knocking on the door of Intel is going to get a lot of media attention and a lot of press.

It was required for us to do additional work to meet the production-level quality Intel is known for.

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.

It's an Intel European, double-ordering, higher oil prices, weaker euro phenomenon,

If developers don't make the transition to Apple and Intel, they'll probably be making the transition to Windows and Intel. Intel doesn't have a lot to lose.

However, when it comes to standards, it is possible for high-tech companies to influence world governments. Intel helped to persuade China not to pursue its own wireless standard and to support open standards adopted and supported worldwide.

I don't think that there is the industry disconnect that a superficial analysis of the headlines suggests there is. Intel grew in the same range that we grew. It just wasn't as much as their own forecasts. So, when I look at the entire industry, I don't see that disconnect.

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.

For now, we're staying with the neutral intermediate-term rating on AMD's stock until we see how the company weathers the Northwood launch. We are still long-term strong buyers of the stock -- even if AMD suffers at the hands of Northwood it will not plunge as deeply into loss as it has during past Intel offensives.

Before I get to the point, let me say that I'm encouraged that Apple has managed its transition to Intel processors so rapidly. So far, the number of glitches with the new hardware appears to be small, fundamental compatibility is good, and the number of Universal applications continues to increase rapidly. Apple's own product guide lists over 1,000.

The latest move to the Intel Pentium II processor to run modern business and consumer applications and the latest Microsoft operating systems, including Windows NT and Windows 98, is already well underway. Dell is well positioned for this transition,

The market was under pressure for most of President Bush's speech. Once that was over, tech led a rebound on gains for Intel and a turnaround in shares of Oracle.

The disappointment from Yahoo and Intel took a lot of technology names down and institutional people have used the overall market weakness caused by Yahoo and Intel to do some buying into other technology names.

And as we support the transition to multi-core enterprise computing, Intel is already sampling next-generation processors and platforms that will consume orders of magnitude less power and incorporate new platform technologies.