Quotes about intel (16 Quotes)



    And then lo and behold IBM, Apple and Motorola took an ad in all the newspapers, double page ad, and said, announcing the chip that they were now able to manufacture it and that they were going to kill Intel.



    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.


    Silicon Valley has been following this saga for many years. Intel had the technology lead and the manufacturing lead, then it had the brand lead. I got used to the idea that Intel was always one step ahead, but A. M. D. finally demonstrated that to be not the case, and the market is having to admit that to itself.


    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 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 andor margin, either because Dell defects or because it is forced to offer incremental concessions to Dell to maintain their loyalty.

    And we invested three hundred thousand dollars, became the lead investor and I became Chairman of the Board of Scientific Data Systems, as I was at Intel for a while.



    The ability of Intel to come out and say a 'no worse than expected' story pleased the market. There are many other corporations in technology that are in that position so that if the slowdown is just a slowdown, there's good upside in many of those issues.





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