From what we can tell, there's not much share gain or loss going on,
More Quotes from Andy Bryant:
It's a very healthy business environment.Andy Bryant
It is a classic seasonal fourth quarter. The change is that we had judged down from a seasonal fourth quarter based on macroeconomic indicators. It turns out we didn't need to do that.
Andy Bryant
We're just not seeing the demand pickup we'd like to see, and we hit a wall on some of the cost savings we were driving for.
Andy Bryant
At this point, we're not calling a bottom in the communications silicon business. I don't know when that happens. It's just too murky to know.
Andy Bryant
The results are consistent with the outlook (we announced) in October. Growth in emerging markets, demand for (notebook computers) and demand in manufacturing are delivering healthy growth in Intel's revenue.
Andy Bryant
Right now we're tight across everything we make, ... We can meet a seasonally strong second half, but we have not commented on if the demand is stronger than expected.
Andy Bryant
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