36 Quotes by Dan Niles

Compaq walked away from PC market share when pricing was irrational.

As a result, we believe forward EPS estimates at best will remain unchanged and most likely will need to be lowered.

The bottom line is they (Cisco) said the bottom may be one-to-two quarters out so that puts you back to firm footing with reality saying this is not over yet.

The unit growth is not so strong as to offset the price declines they're seeing in their chips.

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

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.

They're going to get clobbered. If it's a Europe problem, that affects everybody, not just Intel.

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.

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.