The guy is a complete liar. Uses a 2 year timeframe so people forget his bogus rumor. Intel will take business from ARM very soon for Apple iPhone and iPad.
Intel has already taken plenty of embedded chip business from Apple with over 1500 design wins for its Atom.
So this attempt by this Charlie guy is only a rumor used to manipulate stock prices. No truth to it at all.
Investigation must be done on this crooked attempt to influence stock movement.
Charlie is relying on an inside tip from a NVIDA insider and extrapolating this tip to Apple laptops. My guess is that Charlie's alleged tipster gave him wrong or old info since NVIDA would not have known until 2 days ago what Intel has just accomplished. Charlie and NVIDA did not take into account Intel's newly announced revolutionary Tri-Gate technology. Clearly Intel's Tri-gate technology will significantly eat into markets dominated by ARM, Qualcomm and TI.
Charlie,if I recall, is an old AMD fanboy.
He hates Intel's guts.
He says someone inside said this and that but likely no one said a thing to him.
Two years out?
I agree with you! This is all bogus BS and this guy is clearly trying to damage Intel with no proof of his claims.Buy more Intel with any pullbacks as it drives to $32+ by the end of 2011.
This guy literally costing Intel shareholders $Billions because he has a vendetta against the company, not based on any facts. We would have hit $24-$25 today easily in an upmarket. Now, who knows.
Starting rumor to manipulate stock price.
Sounds like an SEC concern to me.
I would write that this guy wrote an article that caused stock price to drop significantly with no verifiable news.
Great negotiating tactic for Aapl to get a premium price from Intc. Dell used to do it. Aapl will buy from the co that gives them the best value for performance and can guarentee yield and delivery. And thats Intc. All the rest is noise.
He is a lose cannon and thinks the market is as forgiving as his old employer National Enquirer. They fired him so what does that say about him?
He needs a span king. He is quite wild. My guess is he will get it from the SEC or FBI one day.