I think investors are still trying to figure out whether this is a fundamental recovery or a short term stabilization, ... I don't think people can tell right now.

248

Any time a high-tech company goes for paying a dividend, they are telling you that they are maturing, that their industry is maturing. When you are a growth company you invest the cash in growing the business.

209

This should put to sleep any bears on Intel who thought PC demand was weak.

209

This is very much a good sign for holiday PC sales.

188

When companies cut prices, it always hurts the whole environment. But you have to work through inventory. Intel doesn't want to take a charge to write it off.

158

Intel's financial position and status as the semiconductor bellwether may be in jeopardy if it fails to find strategic opportunities in other faster growing markets such as communications and consumer electronics.

146

Consumer oriented chip companies are seeing more strength now. The rest of tech is still pretty weak.

132

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

129

Intel's gross margins tie into the chip cycle. When the cycle starts to peak, margins at Intel peak.

110