Me either, I keep looking but nothing appears that's serious enough to cause worry. There may be a slight consumer buying slow down, but I don't think it will amount to much, at least yet. And it looks like business is finally stepping up to the plate. When taken together, it probably means that the weaknesses INTC reported are INTC specific.
It's not like INTC is reporting a loss; they just probably got a little carried away in their estimates, for whatever reasons. AMDs more muted guidance probably would have not made any difference to AMD's stock price. As long as INTC was going to miss AMD was going to get beat up.
Hector may think AMD controls its own destiny, but clearly the market still thinks otherwise.
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