10 Total Quotes

Dan Niles Quotes

Slightly, to my mind, implies 3- to 5-percent growth. I think most people were looking at the 7- to 8-percent range for the fourth quarter.
Dan Niles Permalink
#Growth

We believe that Compaq also did a good job on the profitability front, which should enable operating margins to more than double from third-quarter levels ... this should lead to earnings-per-share at least several cents higher than the consensus First Call estimates of $0.16.
Dan Niles Permalink
#Believe

We believe that demand is now likely to exceed Intel's processor supply now through the third quarter and possibly into the fourth quarter.
Dan Niles Permalink
#Believe

Compaq walked away from PC market share when pricing was irrational.
Dan Niles Permalink
#Irrational

Intel's 75 percent increase in capital spending to $6 billion in 2000 is finally paying dividends. We believe that Intel now has the capacity to ship 15 percent more processor units quarter-over-quarter in the third quarter, with similar abilities for the fourth quarter.
Dan Niles Permalink
#Believe

We remain negative on PCs and semis and believe there is still downside risk to estimates and stock prices.
Dan Niles Permalink
#Believe

We believe that Intel is seeing the most front-end loaded third quarter in many years and is booked out for the quarter.
Dan Niles Permalink
#Believe

As a result, we believe forward EPS estimates at best will remain unchanged and most likely will need to be lowered.
Dan Niles Permalink
#Believe

Though we believe Dell can outperform the Nasdaq in 2000 after a poor 1999, we believe this can only happen after expectations have been reset to more reasonable levels. We believe downside on the stock is to the high $30s. We remain on the sidelines until then.
Dan Niles Permalink
#Believe

Services are much more profitable than their core business.
Dan Niles Permalink
#Business