Intel Quotations | Page 3

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.

That, of course, is the 64-bit question. Whether the AMD box can perform like IA-64 on Itanium. If the AMD box can do it, we'd be looking from a purely architectural point of view at a superior solution, because Intel is forcing people to make a compromise.

That, of course, is the 64-bit question, ... Whether the AMD box can perform like IA-64 on Itanium. If the AMD box can do it, we'd be looking from a purely architectural point of view at a superior solution, because Intel is forcing people to make a compromise.

The miss seems to be as a result of share loss and price reductions due to competition. Intel is going to lower prices to regain share.

This is a powerful club Intel wields because it is a monopolist, ... These customers have no other alternative (than) the Intel microprocessors they use in their leading-edge systems.

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.

This is a solid outlook. There's reason to think Intel will start off this year strong,

This is pretty positive. Intel blew away the numbers,

The upgrades are certainly helping Intel and Exxon, and that's boosting the Dow.

This gives Apple a brighter future. I think the Intel chip is going to get consumers' attention.

This early progress in profitability is the result of a year-long effort and a validation of Intel's conviction that profits, not revenue, finance growth, ... Our financial strategy over the last year has been to preserve profits and protect financial health while proceeding with investments that make Intel more competitive.

This evolution will allow Intel to be better recognized for our contributions, establish a stronger emotional connection with our audiences and strengthen our overall position in the marketplace.

This is acceptable to both parties and was the result of constructive dialog between Intel and the FTC,

A lot of Japanese manufacturers are leading the way on this new form factor. Intel will be building in wireless support as standard, and by 2007 we will hope to have all devices with ports for SIM cards that can connect via cellular and act as an authenticator for the user.

A lot of the best news is associated with the PC industry. Intel has been not just a bellwether in the sense that it's big, but in the sense that technology as an industry has returned to positive year-over-year growth rates, and technology as an industry tends to be delivering more upside surprises than downside surprises these days. Intel started to do that earlier and more substantially than the rest of technology.

AMD will face tougher competition once Intel moves to the new architecture. But it's far too soon to be able to predict who's going to be ahead 18 months from now.

AMD's architecture was really a well-thought, modern, balanced approach. Intel has to catch up. They're getting there, but they're still struggling to get more performance.

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

AMD is still a small company versus Intel but the fact that they are growing is testimony to the improvement of their product lines,

AMD is not just being an Intel clone but an actual chip leader. This is the most competitive that AMD has ever been.

AMD is not just being an Intel clone but an actual chip leader, ... This is the most competitive that AMD has ever been.

AMD is in a stronger position to compete with Intel than it has been in past holiday seasons.

AMD has made some gains in mobile technology, but has been only marginally successful. There is a higher level of integration with notebooks than with desktop PCs, which gives Intel an edge since they are focused on a complete mobile platform.

AMD gained on both PCs and servers, and I think H-P benefited from that. I'm basing my projections on how well Intel and AMD did. Intel didn't do so well. AMD did.

A lot of the weakness is in the stock already, especially with gross margins still sitting at 60 percent. That's a strong statement about what Intel is doing with costs." ()

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.

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.

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.

As we've caught ourselves saying of Intel several times recently: it could have been worse.

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.

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

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.

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.

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

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'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.

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

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 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.

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

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

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.

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

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.

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.

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.

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

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.

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,'

The big deal is this: What's Intel going to say about the second half of the year? I think it's going to be positive.

The August 1995 timeline really caps bout 18 months of innovation, when Intel really wanted to put features into the silicon at a faster pace than Microsoft would have the software to deliver it,

Take out the Intel effect and I think Wall Street ended flat on Friday. Intel is factored in here, so investors should be more at ease about buying.

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 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.

OK, Intel has the PC, that's fine. There are so many opportunities outside the PC that it's much better using our resources to try to go into spaces where we are really leaders.

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.

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.'

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 will come down to how aggressively Intel enters the market.

It will become the Intel of this industry.

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

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

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

The negative business outlooks by Texas Instruments and Intel will definitely hurt sentiment for technology shares in the short term.

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.

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

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.

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 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.

I'm surprised Intel has been able to run up as much as it has. News of a semiconductor recovery was factored in at a lower price,

Initiatives like those done at Intel could ease the constraint of some barriers. But it's still a slow process.

In all cases we expect to be at least 5x better than our competitors and 10x better than where the industry is today. Integration is what floats the boat these days; Intel has three chips to our one. And we're glad to have them evangelizing performance per watt.

if you have an intellectual property dispute, Intel cannot cut you off.

If you liked Intel before today, you should like it even more today. We liken the situation to IBM, which had a slight disappointment, the stock sold off from 150 to 130. If you bought it then or held on, you made a lot of money.

If you look at almost anything else semiconductor away from Intel, they're doing better today. People are viewing the semiconductor space as being strong in general and Intel is not the bellwether it was in the past.

Intel woke up from its frequency delusion and is now going full-bore on dual-core.

Intel will set the tone for the semiconductor sector, but also for the tech sector and the overall market, as well.

Intel, which has a product that is going to be used, has real earnings, has growth, I think Intel will be around in 50 years.

Intel was really the harbinger about the tone of the recovery, when it comes, and that means it's not going to be very robust.

Intel was generally positive, but I think the stock had run up into the meeting, so that's why you're not seeing much reaction.

Intel wants to get them out in a hurry. I would assume they have a longer-term plan, probably around 45-nanometer technology, to provide a more comprehensively designed quad-core.

Intel Virtualization Technology provides a foundation for Virtual Iron to efficiently create new and better software capabilities that build upon Intel's platform innovation. By supporting Intel Virtualization Technology in its products, Virtual Iron is helping to increase flexibility and reduce total cost of ownership for its enterprise customers.

Intel Viiv technology is our first platform designed from the ground up for the digital home, where consumers are passionate about the idea of accessing their content anytime, anywhere in their home on a number of devices.

Intel typically doesn't talk of new products until the day of shipment. The timing and early promotion, which deviated from earlier practice, hurt our business.

Intel takes power management very seriously, especially in our mobile platforms.

Intel's philosophical emphasis is swinging from one extreme to the other. We haven't seen many details yet, but it may be even more efficient than the AMD chips, and Intel has been hinting at a lot of performance.

Intel signaled that earnings growth is slowing, but we expected that. The real question is how much it's going to slow, what companies are going to get hit, which one's aren't. We'll know more when more earnings reports come in.

Intel signaled that earnings growth is slowing, but we expected that, ... The real question is how much it's going to slow, what companies are going to get hit, which one's aren't. We'll know more when more earnings reports come in.

Intel should fix the speed problem, but it will take longer to fix the image problem.

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

Intel sees no signs of a pickup and would not call this quarter the bottom for revenues. We do not think the bottom will be reached until the summer, at the earliest, and remain cautious on the stock.

Intel seems to have kicked the megahertz habit. It's probably music to Steve Jobs' ears.

Intel seems like they are now backtracking to some extent. It seems like they are hedging a little bit with the realization that one studio is jumping sides.

Intel says it can't put a number on the value of employee options. But any estimate is closer to the truth than zero.