It seems Intel will finally get into the mobile phone market.

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.

Nokia and Motorola are running away with it and taking share at the expense of everyone else.

The upside in the semiconductors didn't happen. Some people were expecting it given the strong handset sales in the Christmas season.

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.

There might be some realization that they are in the advertising business, not the rocket-ship business.