Just recently, there was an article that stated that video game sales have fallen nearly 20% year over year during the May period. Here's a message where I contested against what analysts from Goldman Sachs were saying that iPad sales will hurt PC sales. I predicted that video games were more likely to be hurt. Looks like I was correct and so far, Goldman Sachs has been wrong. http://messages.finance.yahoo.com/Business_%26_Finance/Investments/Stocks_%28A_to_Z%29/Stocks_I/threadview?bn=9609&tid=1157960&mid=1157962 Again I say that iPad sales will place alot more pressure on video game sales rather than PC sales. They don't serve as a PC because they don't have that form factor. Tablets look and feel alot more like hand held video games.
Paul, you have been prescient in your calls concerning Intel; thus, would you gaze into your crystal ball and identify the catalyst that will light a fire under Intel's stock price, and when this blessed event could take place. The earnings conference calls on the 15th of the month following the quarterly close turn in blips on the radar screen that are smothered by analysts' negative ruminations in the days that follow. Many are waiting with baited breath for an announcement that Intel and Apple are going to take to the dance floor, but the sound of crickets is loader than the actual real discussion on this topic. Something has got to give sooner or later; any thoughts or words of wisdom???
This quarter's earnings release is July 20th after the close which is a little later than Intel usually releases earnings. They usually announce results around the 14th or 15th of the month. It seems to me that they slipped this earnings announement out by a couple days.
Since the 1st is on a Friday, Intel is announcing on the Wednesday JUST AFTER the July 15th options expire.