“Both companies are benefiting from good demand; Intel is benefiting from good demand for notebooks.”
“Good company in a journey makes the way seem shorter.”
“Intel's strongest position is still in notebooks. They have created a strong brand, and its notebook processors are quite good.”
“There's more to Intel than notebooks. China and India are seeing stronger-than-normal demand for desktops,”
“Intel can keep charging premium selling prices for their notebook chips because they are materially superior,”
“The next major product will be the notebooks, notebook screens... maybe in the first half of next year.”
“At current prices, even first-tier companies barely break even for monitor and notebook panels.”
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