The much hoped for mid-October pickup in personal computer demand has failed to materialize, which suggests to us Intel's guidance on its Tuesday afternoon conference call will be more cautious than most investors anticipate.
More Quotes from Jonathan Joseph:
While still early, we now believe Intel could record a modest seasonal decline in second-quarter revenue, in line with the five-year average, which is a decline of about 3 percent quarter-over-quarter.Jonathan Joseph
The bottoms-up picture, however, went cautionary recently, apparently brought on by a slight slowing in cellular phone growth expectations and the rapid increase in capacity.
Jonathan Joseph
We totally and one hundred percent sign off on 'the semiconductor sector is recovering' theory, ... There were a lot of analysts saying they were going to reduce the range. Midpoint is a victory.
Jonathan Joseph
The company continues to rapidly expand capacity at a time when demand is coming in much weaker than anticipated, which we believe will have a leveraged and negative impact on margins in the fourth quarter and 2001.
Jonathan Joseph
Culture Day is a vital symbol of the centrality of Jewish life in Europe, ... It normalizes Jewish ritual and culture for the world we live in and helps show that we are both Jewish and European - and that the two sit perfectly comfortably, side by side.
Jonathan Joseph
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