Tai Nguyen
Tai Nguyen
earnings estimates fourth might numbers
This is material. From what we're seeing, earnings estimates should probably go up for the fourth quarter, and 2005 numbers might come up as well.
coming maybe
It's unbelievable. Maybe I could rebuild, but what if no one is coming back? What would be the point?
demand inventory pcs
If end demand for PCs is not there, inventory would be a concern.
bring continue continues costs demand high hold intel inventory monitor trying
I still think that inventory is high and we'll continue to see how they will monitor working that off. But Intel is trying to bring costs down. If end demand continues to hold up and inventory comes down, that will bode well for the company,