I think investors are really pleased with what they heard about the future guidance for the second half. We think that the second half will indeed turn out to be better for Intel. It's seasonally stronger for them. At the same time, they're doing an excellent job reducing their cost.
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From Intel's perspective, this is a new market they're trying to enter that has high margins. They need to be successful in order to offset the low-end market.David Powers
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My view is we continue to trade in a sideways pattern for the rest of the year.
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As a team owner I couldn't be any prouder than I am right now, ... Our crew chief Lee Beard, tuning consultant Rob Flynn and all the guys have come together to form a really exceptional team and I feel we are going to bring a lot to the table in Indianapolis.
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When we talk with individual investors, ... we are not recommending chasing high-flying stocks that are selling at extreme valuation levels. Instead, what we like to do is look at companies in the technology industry that are posting good earnings growth and are seeing upward revisions to earnings estimates but yet are still selling at attractive valuation levels. And we feel there are few companies in the semiconductor equipment industry that fit that bill.
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