Global chip demand is deteriorating- commodity chips being produced by Koreans and Chinese, high end by Japanese and Malaysians- what? No time to listen to the Dell conference call? Samsung? Price rigging gonna be TOUGH after a $300m settlement- do they give you back $50 for overcharging you or me for PCs from 2000-2005? Check's in the mail..
Congrats on your TXN trade, MUCH better positioned than INTC