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

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.

This is a surprising surge by AMD.

The guidance is mystifyingly low. This is supposedly their strong time of the year. Everyone is already down on semis, and this certainly doesn't help.