The merger uncertainty being a big concern hasn't seemed to affect their corporate demand as much as we would have expected, so we think the fourth quarter ended up pretty well for both consumer and corporate demand for them.
More Quotes from Dan Niles:
The supply situation will likely get worse in the first half, while demand looks sluggish at best, with large inventory levels in the supply chain.Dan Niles
This economy is not going to rebound any time soon. To sit here and guess where the bottom is is a loser's bet.
Dan Niles
The unit growth is not so strong as to offset the price declines they're seeing in their chips.
Dan Niles
In the past, Intel has had much higher performance products than AMD had, so they bombed prices on the low end, and kept pricing higher on the high end. This time, AMD's got as speedy processors as Intel does at the high end. There's nothing Intel can do.
Dan Niles
Services are much more profitable than their core business.
Dan Niles
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I can't imagine a person becoming a success who doesn't give this game of life everything he's got.
Walter Cronkite
Evil is only good perverted.
Henry Wadsworth Longfellow