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Consensus estimates were raised today, but in my opinion are still quite low. In the CC, mgt stated the "wildcards" to Dec Qs results will be servers and communications-both expected to be flat vs Sept Q results. Well, servers are going to be up, since the chip and HDD mgfers are guiding to higher Dec Q #s, and with T and VZ increaseing cap X 20% or so vs Sept Q with China and India ramping back up vs the Sept Q lull, comm can't help to be up.
Net, net I think mgt is establishing a pattern of under promising and over performing. Sentiment : Strong Buy Rating :
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