Canaccord's Bobby Burleson adds his voice to those who see PC supply chain trends pointing to...

|By:, SA News Editor

Canaccord's Bobby Burleson adds his voice to those who see PC supply chain trends pointing to rebounding demand. Burleson says his checks lead him to believe motherboard and notebook contract manufacturers will post Q1 results better than typical seasonality would imply, and sees this as a positive for chip stocks in general. He likes ADI, FCS, and IDTI, but is cautious on NVDA due to soft Tegra sales.