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Episode 6: Semiconductor Industry Earnings Review

The Circuit

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The Street Is Getting a Little Anty

I think longer term, more serious long only investors understand the basic problem. And they understand what I'm beating on, which is this sort of one fundamental problem. A lot of people who have been around the stop for a long time know that splitting up Intel is going to be very, very hard to do. If the company keeps doing really ugly quarters like this for the next three, four quarters, which is probable, they're going to attract a lot of really the wrong kind of attention.

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