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To: Moonray who wrote (7674)7/13/2010 5:42:28 PM
From: Sam  Respond to of 7841
 
Well, let's see analysts from BMO, JPM, Rodman & Renshaw, Caris, and probably other firms have all said that demand was weak in Q2.

Intel says the server and PC markets are "healthy" and demand is strong. Acer was reportedly raising PC prices. Quanta (the world's largest contract manufacturer of laptops) reported its strongest June ever. And Micron said in their late June CC that server and PC sales were strong in May and June after a downtick in April.

Who should we believe, who should we believe, what a dilemma, lol....