Both companies are benefiting from good demand; Intel is benefiting from good demand for notebooks.
Amrit Tewary
Investors might be disappointed because they might have been expecting better results on the top line.
results
good demand
Coming into the winter season, you're going to see consumers take a hit with their heating bills, so that will impact how much consumers can spend on items like electronics. I have concerns about the macroeconomic picture, but these concerns are already reflected in most chip stocks' prices.
winter picture impact
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