Hans Mosesmann
Hans Mosesmann
increasing indicate prices seems trend
The trend seems to indicate increasing prices through the remainder of this year.
assume continue intel last opportunity screw year
The opportunity for AMD with Dell was a year ago. Last year Intel was a disaster. This year it's not the case, and you can't assume that Intel is going to continue to screw up.
contend delay impact issue perceived stocks
The perceived impact of the delay may be the real issue to contend with for (chip) stocks in the near-term.
movement quarter seen
We've seen the same movement (as Philips). We think this quarter is the bottom.