I've never seen Paul O so vocal about next year IT spending. With the stck not moving, a dividend increase is all but a given.
A dividend increase may be nice, but it doesn't help stock price that much. A huge stock buyback announcement would be much better, considering that the dividend yield on Intel is already one of the highest in the tech industry.
Only if it reduces shares outstanding significantly, which isnt the Board's policy. Thats the problem. They use it for compensation to "motivate" - which doesnt work period!!