I think it was a strong quarter but given the level of movement in the stock over the last few weeks expectations had gotten to a point where more upside was likely anticipated both for this quarter and for the forecast.

Results look to be strong across the board, whether in servers, notebooks or desktops.

We've seen the same movement (as Philips). We think this quarter is the bottom.

It's amazing how quickly sentiment shifts. Two weeks ago, people would have sworn that the economy was gaining momentum. But there's no reason to believe that if we have normal economic improvement then that won't translate into normal seasonal second-half demand.

It's not out of the realm of possibility that the second-quarter numbers could be strong enough to support the stock at a higher valuation, ... If you keep raising estimates, you probably could keep expanding the multiple.

Nobody who owns the stock for a long-term investment is going to sell over a $60 million miss