36 Quotes by Dan Niles

We believe that Intel is seeing the most front-end loaded third quarter in many years and is booked out for the quarter.

We believe that demand is now likely to exceed Intel's processor supply now through the third quarter and possibly into the fourth quarter.

We believe that Compaq also did a good job on the profitability front, which should enable operating margins to more than double from third-quarter levels ... this should lead to earnings-per-share at least several cents higher than the consensus First Call estimates of $0.16.

We remain negative on PCs and semis and believe there is still downside risk to estimates and stock prices.

We're getting to the latter half of the year. and typically, the industry sells close to 20 percent more PCs in the second half versus the first half. People are getting ready in anticipation of a much stronger second half of the year.

If the shareholders vote against this deal, it is hard to see how she will remain. In our opinion, the only beneficiaries to the current increase in uncertainty are Dell and IBM.

For those who thought the price war was aggressive, you haven't seen anything yet.

Over the past two years, AMD has increased its market share against Intel from 13 percent to 21 percent. For those who thought the price war was aggressive, you haven't seen anything yet.

Our stance has been in big enterprise applications, it was obvious that people were buying ahead to get their systems ready for Y2K. The mainframe business is a dying business, and our feeling was IBM would see it in the third and fourth quarters because the growth patterns weren't normal.