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Intel Corporation Message Board

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  • wallisweaver wallisweaver Dec 10, 2011 4:27 PM Flag

    Intel pump part 2.

    "I am an Intel buy side researcher for my firm and I think Intel will grow just like many here, BUT anything above $35 I can't see in any way nor can 95% of the anylsts out there. Not saying they are all right, not for a second. But I would like to know how it gets there now given the fact that we can all see the good and bad and yet it has sputterd for 10+ years. Thank you kindly."

    ***

    I have a hard time understanding how someone with your limited analysis skills keeps a job. It's like you say - you are just like the 95 percent of analysts that have been dead wrong for two years and still don't get it.

    It's not about the last ten years. If you can't tell the difference between now and ten years ago, then you don't get out much. Or at all. Otherwise you would know about:

    1.) The Cloud and big data. Cloud traffic is ramping up at a 66 percent a year rate and this is going to continue for at least 5 to 10 years. Intel will ramp as long as the Cloud does.
    2.) The arrival of the "Internet of Things (IoT)". Connecting things (devices, cars, signs, vending machiness, cameras, doorknobs, appliances, HVAC with sensors, WiFi and radio frequency tags) instead of people is going to add an whole new monstrous level to the internet. Intel will be one of the primary beneficiaries.
    3.) The processor/gps/video/connectivity dynamic is moving into all aspects of our society.
    4.) Video growth is just starting to explode. Another level of resolution above 1080p is just starting to roll out. This will drive traffic through the roof and many, many more servers will be required.
    5.) Mobility and connectivity are going to expand rapidly into emerging economies due to rising incomes and lower PC prices. Everyone is going to get connected with video and mobility.

    We are in the midst of a revolution in computing and connectivity. I don't understand how you and the analysts can be so blind to obvious trends.

    Only Intel has the big fabrication necessary to capitalize on all these trends. It means that they will be adding market share. And the ISPI (Intel Smart Phone Invasion) is just starting.

    Throw your analysis based on ten year old history in the trash and start over. It's not worth spit...

    PS. When you write, hit the return key every once in a while for goodness sake. That one long paragraph makes it look like you've never used a computer before.

 
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