These stocks have been tied to the computing market for the past few years but now that you have consumer electronics as an area of growth, the traditional cyclicality in this industry has been offset. Demand is in place to set up the industry for a perfect storm in a good way.

Intel has a slew of products coming out within a span of the next two or three quarters that could help it close the technology gap with AMD.

Our checks indicate that AMD continues to gain share in desktops and notebooks in addition to continued strength in servers.

We believe that Intel's lead in [the] 65nm transition should provide it a limited performance boost given the limitation of its current processor architecture.

We've done it in the past and we've found that it's really a different kind of experience, being able to bring these young men together that competed so hard against each other in the regular season, to bring them into one team and try to get some bonding and some team unity out of these exceptional athletes in a short period of time is really a challenge.

His biggest sin was to trust a producer whom he'd worked with very successfully in the past,