“I think the Microsoft ruling is background that might help PC sales.”
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“The big deal is this: Whats Intel going to say about the second half of the year? I think its going to be positive.”
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“Analog Devices ( ADI : Research , Estimates ) is like the junior Texas Instrument. Secondary position there, very good analog perspective and a lot of things related to the Internet and cellular phone, good well managed company.”
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“It was better than consensus, but the thing that was driving it was flash.”
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“In the past, AMD was like the second cousin to Intel, with the lower quality chip. Now theyve got something ahead of Intel, same level, same pricing and can say now that they are on an equal plane with them.”
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