If they're low on inventory, they should build some. If they have trouble meeting demand, then everyone will. They shouldn't be running this low. |
It seems Intel will finally get into the mobile phone market. |
Nokia and Motorola are running away with it and taking share at the expense of everyone else. |
The guidance is mystifyingly low. This is supposedly their strong time of the year. Everyone is already down on semis, and this certainly doesn't help. |
The upside in the semiconductors didn't happen. Some people were expecting it given the strong handset sales in the Christmas season. |
There might be some realization that they are in the advertising business, not the rocket-ship business. |
They have told us that they really don't care if they invest a lot in one quarter and don't make our numbers. This is proof that they really don't care. |
This is a surprising surge by AMD. |