His view: Windows 8 plus touch plus improved performance should drive a big PC refresh cycle.

FORBES: Intel: New Laptop Chips, New Ultrabooks To Debut At IDF

The market and industry analysts were fired up about the solidifying evidence of a PC refresh cycle in the Intel results.

FORBES: Hey AMD, I'll Buy You If You Drop A Little More

Fundamentals are improving and we expect the current PC refresh cycle to continue to lift both chip makers results, as pent up demand starts to work through the system.

FORBES: Hey AMD, I'll Buy You If You Drop A Little More