re:All of the above should provide ~10% SP appreciation annually.
Thanks for your input. IMO, I do think there will be a significant global upgrade in computers that will start in earnest in 2010 and continue for a few years. I think margins will stay high (little price pressure from AMD), and we should see high growth rates in both revenue and profit measures. In terms of new markets, i really hope Intel starts to make some headway into the smartphone market starting next year. Hoepfully, there will be enough growth to raise the SP.