Demand feels pretty good right now. It's pretty simple.
Right now we're tight across everything we make, ... We can meet a seasonally strong second half, but we have not commented on if the demand is stronger than expected.
Despite a weak economy, order patterns held until the end of the quarter, and demand was better than expected, boosting revenue and profits.
Growth is led by mobile computing with good demand for our mobile processors in all geographies.
We're just not seeing the demand pickup we'd like to see, and we hit a wall on some of the cost savings we were driving for.
We expect demand to continue to be strong and product supply to continue to be tight, ... We're still chasing capacity at this point in time. We're seeing strong demand for flash, networking and microprocessors, and I don't see when that gets into equilibrium.
We under-forecasted demand beginning in last year's third and fourth quarters. I don't have enough product to be as aggressive as I would like to be.
The results are consistent with the outlook (we announced) in October. Growth in emerging markets, demand for (notebook computers) and demand in manufacturing are delivering healthy growth in Intel's revenue.