Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

Thanks. I think that INTC more or less knows that desktop is mostly replacement and a "new generation" of new users. That reminds me of the shoe salesman returning from Africa, reporting to management "everyone is going barefoot there", there is no market for out product. A second salesman sent to assess the situation in more detail comes back all excited stating: "Everyone is going barefoot there, it is a virgin market". There are still a lot of "virgin markets" out there even for desktops.

In edit: And as I was typing this BOOM went at $25.65 for a nice $1.75.