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Intel Corporation Message Board

  • paul.ottelini paul.ottelini Jan 28, 2013 3:03 PM Flag

    Intel: The Semiconductor winner in the mobile race.

    The device winners will include Apple, Samsung, and Lenovo. Dell and HP could make the list if they make a few correct decisions in the near future. Intel currently has at least twice the capacity required for a flat PC business and are adding more. The only obvious reason for this excess capacity is for a high powered run at all of the mobile chip business.

    I call Intel the single major winner as the semiconductor supplier to the device winners. In the process, Intel revenue will double to $100 billion plus. This self organization of the mobile business will take place in no more than two years from today.

    Sentiment: Buy

 
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