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12/4 - There have been a number of changes at Intel, with about eight executive promotions. Most "importantly, Intel filled the position of the chief technology officer". That would be Justin Rattner.

Laptops are still hot. For the first time more notebooks sold during Thanksgiving week than desktops. This bodes well for notebook makers and parts and platforms suppliers of notebooks. "The notebook segment led desktop PCs in unit sales for the first time ever during the holiday period".

All IT seems boom and bust. The chip industry is boom and bust. So are hard drives. "Indeed the hard disk drive sector is notorious for boom and bust cycles that are all the more pronounced by aggressive pricing".

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