I still think that inventory is high and we'll continue to see how they will monitor working that off. But Intel is trying to bring costs down. If end demand continues to hold up and inventory comes down, that will bode well for the company,
More Quotes from Tai Nguyen:
The consumer market will be the driver of earnings growth.Tai Nguyen
If end demand for PCs is not there, inventory would be a concern.
Tai Nguyen
I would say at this time that it's more of an Intel specific issue.
Tai Nguyen
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