There's no near-term catalyst to buy it.

That makes it cheaper and more compelling for OEMs [original equipment manufacturers, a reference to computer makers] to put Intel's in their PCs because the Celeron is competitively priced with AMD and Cyrix.

Craig Barrett's been very visible at the analysts meetings for a couple of years now. He's been very accessible as well, so I don't think there's going to be any major change in the direction of the company.

The comment that probably caught everyone off guard is 'We don't see a rebound anytime soon,' .

Windows CE is interoperable with the desktop operating system, ... I think Microsoft already dominates this space. It's going to be very tough.

I see three strong wireless equipment companies involved, and Psion is strong in palmtop devices, ... They have lots of promise, but I'm not sure what the strength on the software side is. Why not make a product that uses Windows CE?

We're very positive. The company has made good inroads into the networking industry.

We think the stock is still a very good long-term investment.