Stephen, in the particular post you replied to, I was talking about servers, not PCs. As for TXN and NSM, the hyenas are talking down the cell phone market as well. You can't win right now. As for NSM, I wouldn't touch them with a ten foot pole. But that's JMO, of course.
BTW, Intel's Strongarm is getting into more and more handhelds. That's wireless too. And, I think you're overlooking the importance of servers in the Internet growth. Funny, but the company that, even though they're executing well right now, is not into any of the hot areas of notebook, servers, and handhelds, is AMD. It's like all dressed up and no place to go.
Tony |
