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Les Santiago

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These stocks have been tied to the computing market for the past few years but now that you have consumer electronics as an area of growth, the traditional cyclicality in this industry has been offset. Demand is in place to set up the industry for a perfect storm in a good way.

Intel has a slew of products coming out within a span of the next two or three quarters that could help it close the technology gap with AMD.

We believe that Intel's lead in [the] 65nm transition should provide it a limited performance boost given the limitation of its current processor architecture.

Our checks indicate that AMD continues to gain share in desktops and notebooks in addition to continued strength in servers.

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