For my point of view, the brightest spot they're showing is in the chipset market. This has, historically, been a place where they have to demonstrate strength in order to protect their low-end markets. And they're finally breaking into the market in a large way.

The world's a stage, and I want the brightest spot.

Very strong on the revenue side, less strong ... on the gross margin side. But given the yields they're getting in their desktop products, and presumably in their mobile products as well ... my model would suggest that their gross margins are going to come in higher than their guidance.

The view is that the market could withstand a 25 basis point rate hike.

The market is showing amazing resilience.

Laffing iz the sensation ov pheeling good all over, and showing it principally in one spot