Apjit Walia Quotes

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

- Apjit Walia

Tags

Intel | Capacity | Constrained | Hurt | Upside |

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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

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

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