Zeev's Turnips Patch-No Politics (ZEEV)

[jdaasoc]

Intel said its microprocessor business is performing at the high end of expectations. Sales grew nearly 12 percent, to $5.8 billion from $5.2 billion in the same period last year.

Mostly due to taking another bite out of carcass of AMD. Intel leaving AMD behind.

RE APPL

I read recently from Adobe that all new software titles will come out on Windows side first and will port to MAc later. This doesn't bode well for them with holding on to last bastion of publishing marketplace unless they totally reinvent themselves into media company with ipods and MP3 files.
Gateway hasn't done sucessful transformation away from PC sales with plasma TV sales.