Smallpops, Re: So if Intel says 60 plus or minus a few points you are holding.
I said that I would hold if they guide towards 62%, not 60% +/- 2%. I believe the Q1 CC guided towards a 62% GM for the year, and since the year is backend loaded, I would expect at least 62% going forward. Not that I would recommend selling if it is 60%; rather, I would change my opinion from recommending a hold to not recommending anything at all.