It appears that the Intel architecture business will return to seasonal patterns showing more strength in the second half.
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.
Our expectation for gross margin percentage in the third quarter is 47 percent, plus or minus a couple of points. The change from the second quarter is driven largely by lower average selling prices of microprocessors.
I can't tell you for sure I'm right, but based on what was happening in the first quarter and based on what we've found in the second quarter, that's what it feels like,
For the full year of 2002, we continue to expect a second half that is seasonally stronger than the first, but have tempered our expectations for growth.