Intel Corp (INTC)

[Elmer Phud]

Greg -

I'm stoked that this proved to be true. If my old brain cells don't fail me, turnarounds in past semi downturns were always led by memory devices. Do you recall it this way?

No I don't recall it that way but that doesn't prove anything. It's been so long since we've seen a recovery that I forgot the details but it seems to me that the chipset group got wind of it as early as anyone because the boards manufacturers needed the chipsets before the processors, but I guess the same would apply to memory. I'm just happy for some good news.

EP