Dan Niles Quotes

When you miss your top line by $1 billion, the stock should go down. With negative year-over-year revenue growth it is really hard to get excited about the stock. - Dan Niles

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

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

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. - Dan Niles

Though we believe Dell can outperform the Nasdaq in 2000 after a poor 1999, we believe this can only happen after expectations have been reset to more reasonable levels. We believe downside on the stock is to the high $30s. We remain on the sidelines until then. - Dan Niles

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. - Dan Niles

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

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

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