Apjit Walia Quotes

They are more capacity constrained more than they're letting out. They're missing some of the upside and essentially that business will fall into the next quarter.

- Apjit Walia

Tags

Capacity | Constrained | Letting | Missing | Upside |

comments powered by Disqus

Random

It's a surprise, they are obviously in trouble with [market] share and are seeing weakening PC demand, which is worrying for the rest of the market. - Apjit Walia

For the first time we're seeing weakness in the food chain and share loss. We don't usually see them at the same time. - Apjit Walia

We're picking up noticeable inventory build in the food chain for Intel. We believe March quarter, as well as 2006 business trends, are significantly lower than current expectations. - Apjit Walia