I typically try to keep an eye on what our biggest customers CEO's are saying during earnings season. It helps me gauge what they're doing both financially and technically this quarter is no different. There seems to be some ray's of positive light be emitted from Intel today.
CEO Paul Otellini intimated that the biggest fretting is probably taking place in Manhattan (read: Wall Street), but Intel's global business is still going strong, including in mature markets such as the United States and Europe.
Also interesting was his mention of "cloud computing",
Companies building out on the back-end to take advantage of so-called cloud computing.
I'm feeling more & more confident about our biggest customer!
