It looks like a miss on desktop with revenue in the Americas down 3.5 percent sequentially. That's unusual. Certainly this is a miss.

195

The perceived impact of the delay may be the real issue to contend with for (chip) stocks in the near-term.

173

The opportunity for AMD with Dell was a year ago. Last year Intel was a disaster. This year it's not the case, and you can't assume that Intel is going to continue to screw up.

167

When a company has such a strong product cycle coming, there are years of momentum that you enjoy.

166

Crusoe is not the chipset that's going to drive meaningful growth.

149

It's probably been one of the worst years for the semiconductor stocks and for techs in the last 15 to 20 years. This company has done extremely well in a terrible environment by executing flawlessly an extremely competitive 3D graphics market. NVIDIA is a top dog in this niche.

147

We've seen the same movement (as Philips). We think this quarter is the bottom.

136

TI we think will be fairly bullish. We look to hear positive data points from them, particularly in handsets.

81

The trend seems to indicate increasing prices through the remainder of this year.

60