I was floored by how bad it was. I don't think it's...
I was floored by how bad it was. I don't think it's realistic to expect that this is going to work itself out by the second quarter. This is not an opportunity to buy on a weakness. This is a time to stay on the sidelines. Too many things have to go right. Intel has to reinvent itself very quickly, and you tend not to bet that a supertanker can turn on a dime.
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