Rick Whittington Declining Quotations

Since declining over the past week, it is our opinion that the shares of each microprocessor supplier sufficiently discount potentially slower PC sell-through as well as the potential for aggressive pricing this winter. We continue to receive confirmation of strong notebook PC and server demand, even if desktops are less clear.

I think the stocks are going to go up from here, ... I think it's too early to start talk of contraction, prices declining and demand faltering.