30 easy and sooner than you think Mr, negative.
Wally is great but I am of course not the wally man.
If you were to look back in time, I was saying Intel was screwed until it got into Phones back in the days when Wally was saying Phones were not important for Intel. But now---Intel is going into phones for real and the Google-Intel attack will be huge this year in the phone area.
YEAH everyone was saying Intel should simply surrender and go into phones making Armh chips like Quallycommi has done. That would have been good short term but STUPID! Just think--Intel now has a market--1 billion phones sold a year, with almost NO Intel chips in those phones. That is a lot of market share to gain. Funny thing is you, I am almost sure, will but one of those phones with an X86 chip in it in the next 2 years because you KNOW it is superior and cheaper.
BUT--a war is not won by he who wins the first battle is it. it is he who wins the last Battle and that is gonna be Intel.
I think the ball game after earnings all depends on the forecast going forward. If they are cautionary, they will get beat up. I hope they have a great outlook and earnings good enough to show they aren't as affected by the PC slump as forecast. Of course no matter what they say, Nomura and GS will have negative comments.