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  • nonelogic nonelogic Sep 15, 2012 12:38 AM Flag

    Otellini should be ashamed of himself

    He's no longer pumping like he was before. Remember him disagreeing with Cisco's Chambers quote about the slowdown in Europe. He said there were no slow down for intel. Now he doesn't even show his face.

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    • I'm guessing Otellini is spending his time working to make sure Intel kicks ARMs rear-end in 2013.

      Plus smartphone announcements and Windows 8 are coming up.

      Instead of getting mad he's likely working on getting even. Unlike Wall Street and the cockroaches on this board, Otellini knows what effect Intel's fabrication lead is going to accomplish in 2013.

      If Otellini is quiet, there's a reason. He knows what it will take to shut the Intel detractors up for good. And in 2013 you're going to get to see it.

      Wall Street is supposed to be forward looking. How have the analysts done?

      Here's how much Wall Street has included in Intel's stock price for Lava, Orange, Motorola, Lenovo, MegaFon, ZTE and Karbonn and future smartphone business:

      Zero

      Here's how much Wall Street has included in Intel's stock price for the improvements in tablet sales that will result from the same technology:

      Zero

      Here's how much Wall Street has included in Intel's stock price for 14nm fabrication:

      Zero

      Here's how much Wall Street has included in Intel's stock price for having a solid roadmap to 10 and 7nm fabrication:

      Zero

      And here's how much Wall Street has included in Intel's stock price for having vastly superior manufacturing efficiency and capacity over ARM?

      Zero

      Sentiment: Strong Buy

 
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