“It's definitely the next big boom, if it's not already, for the PC market. If you talk to Intel, they say China is their third largest market behind the U.S. and Japan. It passed Germany recently. And with PCs getting cheaper, that will be good for Internet companies.”
Jeffrey Maxick
“The two biggies after the close (Tuesday) -- Microsoft and Intel -- were OK but certainly not a market turn-on,”
Larry Wachtel
“The finality of the inventory correction is not only great for Intel but the entire semiconductor market. Investors had been assuming that the first quarter would be the bottom but it's nice to see real evidence of it.”
Cody Acree
“The two biggies after the close (Tuesday) -- Microsoft and Intel -- were OK but certainly not a market turn-on.”
“Intel is not going to just surrender the server market. We have seen that several times before. (AMD) starts executing, makes a lot of money and then, boom -- Intel reacts.”
Mona Eraiba
“Apple knows that even with this Intel chip switch, it's not going to go around talking about chips and what's inside the box. The company builds on the differentiation it's already found from its software, which combines with the design of the machine.”
Dan Kusnetzky
“(Intel) is down but not out. We have a very nervous market and it's the dog days of summer. We are short-term overbought so we're giving some of it back with the excuse being Intel.”
Al Goldman
