Apjit Walia Quotes

You've got this supply issue and people want to see how they execute through the [current] quarter.

- Apjit Walia

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Supply | Issue | People | Execute | Current |

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Intel is capacity constrained. This could hurt upside to the fourth quarter numbers if they don't fix the problem. - Apjit Walia

I don't think this is market share (loss) but some inflection in demand for PCs. This will worry people, Intel is the canary in the coalmine, when it sees weakness it's a warning for the rest of the sector. - Apjit Walia

We strongly believe this isn't the worst it can get. - Apjit Walia