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.

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.

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

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.

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

You know what will bring family and social issues front and center? If 2012 America sees middle-schoolers reenacting Lady Gaga videos.