16 Quotes by Daniel Niles

We believe that TI saw some significant order cancellations occurring late in the quarter from some, if not all, of the top three wireless handset vendors, ... We believe that GSM handsets in Europe are not selling well and, as a result, Ericsson canceled components for GSM handset orders to TI as they did with all of their other suppliers late in the third quarter.

We believe PC demand in the last two weeks of December was terrible, leading to lower expectations for 2001.

Contract manufacturers have seen their inventory grow 104 percent year-to-date, versus revenue growth of 52 percent, while distributors have seen a 24 percent increase in inventory in the past six months, versus a revenue increase of 15 percent.

the second quarter was the inflection point for both revenue and earnings-per-share growth.

It seems as though more aggressive pricing is not spurring much of an increase in demand, resulting in a trade-off between profitability and revenue growth,

Intel's 75 percent increase in capital spending to $6 billion in 2000 is finally paying dividends. We believe that Intel now has the capacity to ship 15 percent more processor units quarter-over-quarter. We also believe that average selling prices are very firm for the third quarter.

Intel revenue and earnings per share were in line with our expectations, but consensus for 2001 will be slightly down revenue, which has not occurred since 1986,