Both companies are benefiting from good demand; Intel is benefiting from good demand for notebooks. |
Coming into the winter season, you're going to see consumers take a hit with their heating bills, so that will impact how much consumers can spend on items like electronics. I have concerns about the macroeconomic picture, but these concerns are already reflected in most chip stocks' prices. |
Investors might be disappointed because they might have been expecting better results on the top line. |