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Charlie Glavin quotes

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    I Like this quote I dislike this quote“Our October downgrade was based on concerns that are manifesting themselves now, although current conditions are actually worse than we feared,”

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    I Like this quote I dislike this quote“We were previously looking for revenue of $16.1 million and earnings per share of one cent. Weak demand for PCs and flat-panel displays were cited as the culprits.”

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    I Like this quote I dislike this quote“However, we believe a bright spot for (Silicon Image) was its exposure to the consumer Japanese market, which was a pocket of strength, and has provided some cushion to the overall softened demand.”

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    I Like this quote I dislike this quote“We are not changing our estimates today, but do expect to have to lower them again after the call -- both for the second and third quarter. Aggressive pricing and weak demand should mean mid-40 percent gross margins by the third quarter.”

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    I Like this quote I dislike this quote“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.”

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    I Like this quote I dislike this quote“Going into Intel's third-quarter earnings report, we are becoming more cautious about how Intel is going to address some lingering issues.”

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    I Like this quote I dislike this quote“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.”

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    I Like this quote I dislike this quote“We believe that the PC environment hasn't improved, and visibility still remains quite poor, ... We expect this trend to continue through the first half of 2001. As a result, we expect pricing pressure to continue between Intel and AMD through Labor Day, as weak end demand and inventory overhang continue to push both companies down the slippery slope of pricing as the only means of leverage.”

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    I Like this quote I dislike this quote“It appears AMD has engaged in a price war, where it is essentially bidding against itself,”

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    I Like this quote I dislike this quote“It appears AMD has engaged in a price war, where it is essentially bidding against itself.”

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