Seeking Alpha

INTC Transcripts Search Results

Results 1-10 for think (out of 17)
Refine your search:

You can use: AND, NOT, OR, " " (exact phrase)

Search across all Transcripts:

You can use: AND, NOT, OR, " " (exact phrase)


  • ... product portfolio and capacity expansion we think we need for the 2010 environment. ... your assertion, Jim. I don’t think the industry under-shipped demand in ... is for 2010, do we think Intel's microprocessor unit shipments ...
  • ... color on channel inventories? Do you think there is restocking that went on ... Mark Lipacis - Morgan Stanley I think that actually covered both parts of ... gross margin guidance? Should we just think about adding that back and ...
  • ... sort of executive jewelry. And I think they will hit mainstream consumer price ... I’m projecting for Q2. I think the enterprise market will continue to ... bit better than expectations. When I think about the year, though, I ...
  • ... cost structure, focusing on efficiency. I think we reacted pretty quickly in ... margin? Stacy Smith Yes. I think, Ross, simplistically, the speed at ... So what we saw was I think really unprecedented extraordinary hitting of ...
  • ... and probably more importantly how you think that trend is going forward? ... a very healthy product margin. I think it should provide some comfort ... slower than seasonality, which I think is consistent with the macroeconomic ...
  • ... we get into the second-half. I think underlying your question is demand. We ... and hardware and it is I think reflective of the very competitive ... and then thirdly, potential substitution. I think you already touched on the ...
  • ... they are realized or discussed I think is inappropriate and weakens our ... choice and then how you think that potentially evolves through the ... hitting the restructuring line, I think they drop off pretty dramatically when ...
  • ... product roadmap relative to competition. I think we are starting the year in ... s correct and if anything, I think this shift towards mobility continues ... that? Or how should we think about buy-backs versus dividends versus ...
  • ... there was generating better pricing I think was really something we liked. At ... market share gain, where do you think the biggest upside to operating ... originally announced the headcount, I think the target was closer to ...
  • ... all look relatively healthy. I think we're just positioning ourselves ... inventory flattish? How should we think about framing expectations there or ... eight-way system, and I really think that trend, along with virtualization ...
Search INTC Transcripts:

You can use: AND, NOT, OR, " " (exact phrase)