It was better than consensus, but the thing that was driving it was flash.

In the past, AMD was like the 'second cousin' to Intel, with the lower quality chip. Now they've got something ahead of Intel, same level, same pricing and can say now that they are on an equal plane with them.

Analog Devices ( ADI : Research , Estimates ) is like the junior Texas Instrument. Secondary position there, very good analog perspective and a lot of things related to the Internet and cellular phone, good well managed company.

The big deal is this: What's Intel going to say about the second half of the year? I think it's going to be positive.

I think the Microsoft ruling is background that might help PC sales.

The taxpayers are paying more and getting less. Having the state executive of Missouri driving back and forth between Jefferson City and Springfield multiple times a week is an inefficient use of our governor's time, especially when the taxpayers are footing that bill.