Kevin Rottinghaus
Kevin Rottinghaus
chip everybody growth impact nobody outside pcs percent scope slowing total
Between PCs and handsets you've got about 35 percent of total semiconductor consumption. This is going to impact everybody in the chip sector. Nobody is outside the scope of slowing growth in those two markets,
keeps worse
Fundamentals still look like they're going to get worse before they get better and that's what keeps us on the sideline.
enters intel
It will come down to how aggressively Intel enters the market.
baked degree good numbers
Good numbers were to some degree baked into the stock,
additional exposure investors lawsuit lead
The lawsuit could lead to additional exposure to AMD for investors and customers.
growth intel market opportunity wireless
The wireless handset market is getting better so there is opportunity for Intel to see some growth,