Apjit Walia Quotes (5 Quotes)

Going forward, sales guidance could still be conservative for the third quarter and on gross margins we now have a more positive number. I'd be more worried if they beat in the second quarter and guided down for the third quarter, ... But the stock is just priced to perfection right now.

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.

It's not a surprise at all ... we are picking up end- demand softness since early January and inventory build and I think this is consistent with that. Intel's in troubled waters for a couple of quarters.

Consumer oriented chip companies are seeing more strength now. The rest of tech is still pretty weak,

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