Dan Niles Quotes

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

- Dan Niles

Tags

Remain | Negative | Semis | Downside | Risk |

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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

The merger uncertainty being a big concern hasn't seemed to affect their corporate demand as much as we would have expected, so we think [the fourth quarter] ended up pretty well for both consumer and corporate [demand] for them. - Dan Niles

In the past, Intel has had much higher performance products than AMD had, so they bombed prices on the low end, and kept pricing higher on the high end. This time, AMD's got as speedy processors as Intel does at the high end. There's nothing Intel can do. They can't bomb prices without hurting themselves. - Dan Niles