Dan Niles
Dan Niles
effect miss months next quarter saying three worse
It's a disaster. They told us three months ago that Y2K isn't going to have any effect on them at all. They miss this quarter, now they're saying the next quarter is going to be even worse and that the first quarter will have even more losses.
continues data earliest expect general pickup point recovery spending stretch summer till
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.
affects europe
They're going to get clobbered. If it's a Europe problem, that affects everybody, not just Intel.
brings capacity deliver easy gain intel share
It's easy for No. 2 to gain share when No. 1 can't deliver enough products. It will get more interesting in 2006 as Intel brings new capacity on line.
declines growth offset price seeing strong unit
The unit growth is not so strong as to offset the price declines they're seeing in their chips.
bottom economy guess rebound sit time
This economy is not going to rebound any time soon. To sit here and guess where the bottom is is a loser's bet.
gave growth guidance industry quarter third worse
Dell reaffirmed their guidance for the third quarter, but gave no guidance going forward. They also said that industry growth for the third quarter was going to be worse than expected.
caught magnitude people problem
The magnitude of the problem is what caught most people off guard.