Brian, first, thanks for the Standard&Poors 5-stars data. Came across fine. Actually, I couldn't read them on the screen, too small. But, they printed fine. About the ratings, sometimes it's nice to know your thinking on your stocks is aligned with the "stars". Looks like same with you.
Second, Re: "Worldwide PC Shipments Rise 27% in 2nd Qtr, Lifted by Cheap PCs
Got to help companies like AMAT because their equipment doesn't know or care about the selling cost of the chips it's making. From this report, there will just be more chips, meaning more wafers, more equipment? Add this to the network/communications chips explosion and it looks good, at least from a chip volume standpoint.
Getting in a thought on the #1 PC CPU chip maker, Intel, this is astounding news. As you know, they are actually predicting improved gross margins in the second half, knowing well that ASPs will come down some. This many more chips at higher GM will more than make up for the declining ASPs down to the bottom line.
Tony |
