Productivity is the issue. If you have people that are sick or afraid to leave their house, I don't know how you can get around that. Semiconductor manufacturing plants are in China and it's not as if there are many back up plants around the world.

Jay Wong

People Productivity

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What can help Intel is a corporate PC upgrade cycle. People have been expecting one for some time but it is yet to happen.

My goal is no longer to get more done, but rather to have less to do.

— Francine Jay

leisureminimalismproductivity

This might be a bigger problem than it seems, given that China hasn't been upfront with the seriousness of the issue.

Valuations have run up since the bellwether stocks have had nice rallies. The large caps look slightly overbought.

Sun is still a show-me stock. To use a baseball analogy, they just got a base hit in the top of the first inning. It's too early to say Sun is recovering.