14 Quotes by Ray Rund

Its market cap is so high, so any market cap weighted index that includes Intel is going to be hit.

It will largely be determined by how the companies meet expectations and set future expectations,

The consumer confidence number dropping gave people a bit of a surprise.

Intel is the leader in the semiconductor market. They're No. 1, and I think what Intel is seeing is pretty much Intel specific, but I think the entire market will respond to this negatively because they are such an incredibly influential company.

These aren't decisions you make on a day or two basis. Capacity utilization in the industry is low enough that there would have to be a sustained increase in demand to see people start placing new equipment orders.