Intel Corp (INTC)

[chipguy]

But now the replacement cycle has likely come to an end, and, with hope, companies are going to start hiring again. That isn't bad for Intel.

WTF is this brain stem talking about?

Intel was quite clear it hasn't seen signs of a business
side breakout*. That long delayed and pent-up refresh
cycle is still in the offing. The longer it is put off the
more intense it will be. Intel has a near mortal lock on
that market so its one sided benefit to Intel should be
even more pronounced than this quarter's results.

*"CFO Andy Bryant also said business buyers remain on the sidelines."

http://www.marketwatch.com/news/yhoo/story.asp?source=blq/yhoo&siteid=yhoo&dist=yhoo&gui....