29 mentions across the corpus · positive 3 · negative 2 · neutral 24 · historical 0
Daily Journal Annual Meeting 2023 — Munger Q&A
“Remember when Intel owned the world? Intel was once the Taiwan Semiconductor business... it's not clear to me that Intel is going to have a very decent semiconductor business”
Wesco 2011 Annual Meeting — Notes of Charlie Munger's Remarks (The Inoculated Investor)
“the questioner mentioned Google, Intel and Apple... a lot of the other companies will have competitive troubles.”
Morning Session - 2006 Meeting
“other information technology companies such as IBM, some microsystem, Oracle, Dell, EMC, and Intel”
Morning Session - 2006 Meeting
“You mentioned Intel, I believe. I was virtually there at the birth of Intel because I was on the board of Grinnell, and Bob Noyce was the chairman of the board at Grinnell”
“whether it's Microsoft or Intel or all kinds of people, including National Cash Register in the early days.”
“Some of you may find opportunities "surfing" along in the new high-tech fields-the Intels, the Microsoft's, and so on.”
“someone here earlier this year from Intel talked about problems that occurred with their Pentium chip one of the most difficult things for them to do was to realise they have been going about it in th”
Afternoon Session - 2001 Meeting
“Andy Grove or an Intel or, you know, go up with Sam Walton at Walmart”
Afternoon Session - 2000 Meeting
“when they were starting Intel. I, when he talked to me about starting Intel or anybody talks to me about a business”
A Perverse Use of Antitrust Law (2000)
“Andy Grove of Intel, a company that not long ago was forced out of a silicon chip business in which it was once dominant”
What Buffett looks for in an annual report
“I don't know where Microsoft or Intel. I don't know what that world will look like in 10 years”
1998 Annual Meeting Highlight Reel
“I don't know where Microsoft or Intel. I don't know what that world will look like in 10 years”
"That is a seven or eight foot bar that I can't clear"
“I don't know where Microsoft or Intel. I don't know what that world will look like in 10 years”
Public education "needs fixing"
“I don't know where Microsoft or Intel. I don't know what that world will look like in 10 years.”
Operating from a "Norman Rockwell frame of mind"
“I don't know where Microsoft or Intel. I don't know what that world will look like in 10 years”
Phil Fisher's "scuttlebutt" method
“I don't know where Microsoft or Intel. I don't know what that world will look like in 10 years”
Will the internet help Berkshire's businesses?
“I don't know where Microsoft or Intel. I don't know what that world will look like in 10 years.”
Morning Session - 1998 Meeting
“I don't know where Microsoft or Intel. I don't know what that world will look like in 10 years”
Morning Session - 1998 Meeting
“it is in a company such as Intel, marvelous as it may be. We just, it's easier for us.”
Why Buffett doesn't invest in Intel and Microsoft
“I don't think you'll find better managers than Andy Grove at Intel and Bill Gates at Microsoft.”
America's economy "encourages" adaptation
“where Microsoft has been leading or on Intel or something. I mean, we have done very well.”
Morning Session - 1997 Meeting
“invest in high-octane companies like Intel and Microsoft that are growing at 30%”
Morning Session - 1997 Meeting
“I don't think there are, I don't think you'll find better managers than Andy Grove at Intel.”
Morning Session - 1997 Meeting
“Well, if you take a business like Intel, there are limitations under the laws of physics, which eventually stop your putting more transistors on a single chip.”
Morning Session - 1997 Meeting
“an Intel could have and almost did go off the tracks. IBM owned a big piece of Intel, as you know, and they sold it in the mid-80s.”
Morning Session - 1997 Meeting
“on Intel or something. I mean, we have done very well. Ten years ago, the American public was sort of down”
Stanford Law: Worldly Wisdom Revisited — Business: What Lawyers Should Know (1996)
“someone earlier this year from Intel talked about problems that occurred with their Pentium chip”
USC Lecture: A Lesson on Elementary, Worldly Wisdom (1994)
“whether it's Microsoft or Intel or all kinds of people, including National Cash Register in the early days”
USC Lecture: A Lesson on Elementary, Worldly Wisdom (1994)
“Some of you may find opportunities "surfing" along in the new high-tech fields - the Intels, the Microsofts and so on.”