Dan Niles Quotes on Time (4 Quotes)

This is yet another data point that the general IT spending pickup continues to stretch out in time. We do not see a recovery till after the summer at the earliest and even then expect the recovery to be gradual.

This economy is not going to rebound any time soon. To sit here and guess where the bottom is is a loser's bet.

The problem is how long will it take for the fundamentals to stop getting worse, and we don't see that happening any time soon.

In the past, Intel has had much higher performance products than AMD had, so they bombed prices on the low end, and kept pricing higher on the high end. This time, AMD's got as speedy processors as Intel does at the high end. There's nothing Intel can do.