[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$fj8ihP8UNPxpTE0bzJ5Hx1_QjcwTXNFqGbvtsfgOO8lg":3,"$fwI3Ut1D9p8-Bbm9mpdg3qp5XCX3ljJ8WbxfthMpdS1c":12},{"author":4,"tags":11},{"author_id":5,"author_name":6,"author_name_first_letter":7,"article_count":8,"bio":9,"short_bio":9,"slug":10,"image_url":9},177044,"Eric Ross","E",37,null,"eric-ross",[],{"quotes":13,"pagination":122},[14,22,33,44,56,67,78,89,100,111],{"id":15,"quote_text":16,"author_id":5,"source_id":17,"has_image":18,"author":19,"source":20,"quote_tag":21,"commentary":9},2303381,"The first quarter was a little better than I was expecting. The second-quarter (estimate) was worse than I modeled. We're in for a rough quarter with Intel.",4,false,{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[],{"id":23,"quote_text":24,"author_id":5,"source_id":17,"has_image":18,"author":25,"source":26,"quote_tag":27,"commentary":9},2303377,"If I'm one of the investors that got in early, I'm going to take some off the table, ... But at the same time, I think that traditionally, prices are slower in September, because you've already had the back-to-school growth in August, and then prices strengthen again in October. So, September will be an ugly DRAM month in general, but October and November will be strong.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[28],{"id":29,"tag":30},5286169,{"id":31,"tag_name":32},4044,"again",{"id":34,"quote_text":35,"author_id":5,"source_id":17,"has_image":18,"author":36,"source":37,"quote_tag":38,"commentary":9},2303373,"Inventories were getting burned down heavily in January and February and that should continue into March. Chip shipments should be reflecting true demand in the second quarter.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[39],{"id":40,"tag":41},5286165,{"id":42,"tag_name":43},7134,"burned",{"id":45,"quote_text":46,"author_id":5,"source_id":17,"has_image":18,"author":47,"source":48,"quote_tag":49,"commentary":55},2303368,"Intel has been struggling to find a way out of PCs for the last six or seven years. I never dreamed they'd drop 'Intel Inside.' Their marketing has been exceptionally successful.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[50],{"id":51,"tag":52},5286162,{"id":53,"tag_name":54},33754,"dreamed","**The Backstory**\nThe quote appears to be from Eric Ross, likely referencing the struggles of Intel Corporation during the early 2000s. At that time, Intel was facing intense competition from AMD and other chipmakers, as well as declining PC sales. This was also an era when Intel was heavily investing in its \"Intel Inside\" marketing campaign.\n\n**The Hidden Insight**\nThe quote reveals a counter-intuitive truth: success can sometimes be a hindrance to innovation. Intel's exceptional marketing efforts, which had been instrumental in establishing the company's dominance, had also created a perception of stagnation and over-reliance on a single product line (PCs). This paradox highlights the tension between maintaining a successful brand and embracing the uncertainty of change.\n\n**How to Use This**\nTo apply this mindset today, consider whether your own success has inadvertently led to complacency. Regularly assess your business or creative endeavors for areas where you may be over-relying on established strategies, and be willing to take calculated risks to innovate and adapt to changing circumstances.",{"id":57,"quote_text":58,"author_id":5,"source_id":17,"has_image":18,"author":59,"source":60,"quote_tag":61,"commentary":9},2303364,"Intel's costs are largely fixed, and we believe pricing cuts will eat away at margins.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[62],{"id":63,"tag":64},5286158,{"id":65,"tag_name":66},2955,"believe",{"id":68,"quote_text":69,"author_id":5,"source_id":17,"has_image":18,"author":70,"source":71,"quote_tag":72,"commentary":9},2303360,"In 2000 flash was a huge contributor to AMD's earnings, ... In 2003 it was a contributor as well, but if pricing continues, it will be a drag for the company, and there are no natural buyers of the AMD flash business.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[73],{"id":74,"tag":75},5286155,{"id":76,"tag_name":77},123993,"buyers",{"id":79,"quote_text":80,"author_id":5,"source_id":17,"has_image":18,"author":81,"source":82,"quote_tag":83,"commentary":9},2303355,"The revenue number was lighter than expected. Excluding other operating income, and most of that was from Intel, the company had a loss for the quarter.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[84],{"id":85,"tag":86},5286151,{"id":87,"tag_name":88},1405,"company",{"id":90,"quote_text":91,"author_id":5,"source_id":17,"has_image":18,"author":92,"source":93,"quote_tag":94,"commentary":9},2303351,"They certainly don't give me any confidence. Their assumption for the back half of the year assumes a lot of things that certainly haven't happened over the last two quarters.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[95],{"id":96,"tag":97},5286147,{"id":98,"tag_name":99},290502,"assumes",{"id":101,"quote_text":102,"author_id":5,"source_id":17,"has_image":18,"author":103,"source":104,"quote_tag":105,"commentary":9},2303347,"The biggest risk would be how to sell these things. They answered that by buying a robust distribution channel.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[106],{"id":107,"tag":108},5286143,{"id":109,"tag_name":110},25094,"answered",{"id":112,"quote_text":113,"author_id":5,"source_id":17,"has_image":18,"author":114,"source":115,"quote_tag":116,"commentary":9},2303344,"Does the drop in Intel's stock worry me? No. It's an indication that people made money in Intel and are trying to lock in their gains.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[117],{"id":118,"tag":119},5286139,{"id":120,"tag_name":121},26258,"drop",{"currentPage":123,"totalPages":17,"totalItems":8,"itemsPerPage":124},1,10]