I got my latest Dell catalog in the mail yesterday... INTEL INSIDE is all over it. There is only one little AMD logo on the last page. HP is toutng INTC, Panasonic is touting INTC, Hugo Chavez is probably next. The reason energy is going back up is there are not enough trucks to haul all of the INTC chips being sold worldwide in the last 30-60 days, and it is not going to slow down The Q1 report is going to be a blowout number. INTC is back. We will see $30.00 before summer.
It's great that Dell and HP have gone back to Intel from AMD. Sun Micro's earnings report after the market closed today was very positive; they are back in the black again and selling a lot of servers; of course yesterday Sun announced that they will now be using Intel chips, further evidence that Intel sales are going to be extremely good for the first quarter. I see upgrades coming before the first quarter earnings report in April.