Jane Snorek
Jane Snorek
finally intel mobile phone seems
It seems Intel will finally get into the mobile phone market.
expense running share taking
Nokia and Motorola are running away with it and taking share at the expense of everyone else.
advertising might
There might be some realization that they are in the advertising business, not the rocket-ship business.
christmas expecting given people sales strong upside
The upside in the semiconductors didn't happen. Some people were expecting it given the strong handset sales in the Christmas season.
care invest proof quarter
They have told us that they really don't care if they invest a lot in one quarter and don't make our numbers. This is proof that they really don't care.
certainly guidance strong supposedly time
The guidance is mystifyingly low. This is supposedly their strong time of the year. Everyone is already down on semis, and this certainly doesn't help.
build low meeting running trouble
If they're low on inventory, they should build some. If they have trouble meeting demand, then everyone will. They shouldn't be running this low.