Not to sound cynical, as this is what Wall Street does to allow companies to easily beat, but it is funny how INTC rose to a high of~$38 this past December while the PC sector continued to deteriorate.  The poor folks who bought INTC north of $30+ are not feeling too good.  

Then we have ALU which by my estimates is actually undervalued considering the positive underlying sales trends, strict cost controls in place and an industry with strong underlying fundamentals which are in a secular trend and on course to become a "very" healthy company once the merger with NOK is completed, is sitting at a very low valuation level. 

It is this type of divergence that creates opportunities.

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