Investors should be encouraged since Intel can now increase production.

It was a very strong performance in microprocessors and an expected but welcome improvement in what's been a disaster in flash memory.

This potentially reminds of similar events two and half to three years ago when Intel was ramping its 90nm process, from the predecessor 130nm, and did not achieve efficiency previously taken for granted in process transitions, ... Here they are at 65nm; our view is they cannot afford to repeat history now that AMD is about to ramp a large, modern production facility.

Although I'm extremely bullish on the chip segment, Micron is the one stock I'm not recommending. I think they're going to have to tread water until they can demonstrate that they are able too increase their profitability. Right now it looks to me like there's too much DRAM supply.

This is a solid outlook. There's reason to think Intel will start off this year strong,

The second half should be a barn burner, ... We've had a good lengthy correction and sentiment has been problematic. There's no irrational exuberance in these stocks.

We believe IBM is the most important partner to Chartered.

I think the stocks are going to go up from here, ... I think it's too early to start talk of contraction, prices declining and demand faltering.

I think this is starting to be a longer issue for this company.

Growth drivers are perceptibly decelerating and offer minimal forward visibility as communications end-markets join previously stalled cell phones and PCs in blunting the continued rapid demand growth.