If Intel and AMD are Right......

Companies that supply components for PCs and Notebooks, provided that they have not saturated the channel with inventory, should see some better times. If "portable computing" remains as the major trend, we'd probably be wise to monitor companies that fabricate the components that go in these devices. The pie chart below provides us with a Bill of Materials for the average notebook computer: Craig Barret, Intel's CEO (at least for a while longer) believes they have turned the corner. From today's analyst meeting Mr. Barrett provided these thoughts: "I think we have recovered from those missteps and I think the machine is firing on all eight cylinders in terms of product introduction." He went on to say, "I think we will see some exciting advances in products coming out in the near future." Whether or not these "exciting advances" can be pushed into the market with some pricing power remains to be seen..... Personally, I have my doubts....