Daniel Niles Quotes

Y2k is going to be a very large problem, ... Hewlett-Packard is at the end of the train announcing this.

- Daniel Niles

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Large | Problem | Hewlett | Packard | Train |

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Intel revenue and earnings per share were in line with our expectations, but consensus for 2001 will be slightly down revenue, which has not occurred since 1986. - Daniel Niles

We believe that since Intel's pre-announcement in early December that consumer and commercial demand has continued to get worse with commercial showing the most disturbing trends. In addition, we believe that servers, which had actually been on track for part of the quarter, saw some softening that we believe is related to corporate IT budget stretch outs. - Daniel Niles

We believed that Cisco's results would further magnify the inventory problems facing their semiconductor suppliers -- and they did. While revenue increased 14 percent from the previous quarter, total inventory increased 59 percent and raw materials increased 335 percent. - Daniel Niles