“Intel is going to have to have a very, very good report, or we could see more selling in that sector.”
Paul Mendelsohn
“Anything that won't sell, I don't want to invent”
Thomas Alva Edison
“We've already had really good reports from Microsoft and Intel and those are the two most important suppliers to Dell. Both had upside surprises from their PC and server-related business.”
Mark Stahlman
“Tomorrow (Tuesday) we get numbers on industrial production and housing and big reports from Intel, Coke, Johnson & Johnson -- maybe that can turn us around.”
Larry Wachtel
“Intel gave us a good preview of the quarter, but oil suffocated the positive news.”
William Hummer
“Fundamentally, I think that many of the reports, from companies like Intel, Apple and IBM do portray a relatively sound tech environment. But people are anxious right now generally.”
Ned Riley
“I think Intel is still very good. It's done very well, but it is still a very, very strong story, ... I think Bank One is a very strong recovery story in the financial area. That usually does well as we see an economic recovery. Weyerhaeuser is in the forest products industry. A great secular story there in the next five to 10 years as home building picks up with the baby boomers getting older and the baby busters are getting bigger.”
John Manley
