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Intel Corporation Message Board

  • wallisweaver wallisweaver Mar 30, 2013 5:53 PM Flag

    What We Know Now

    What we know now is that the big Wall Street firms and shorts have positioned themselves for a big Intel miss along with poor guidance for Q2. I don't expect for them to get either one for the following reasons:

    1.) Intel likely set the bar pretty low for Q1. So, I don't see Intel having trouble getting over it. The shills expected an earnings warning last quarter and didn't get it. They expected one this quarter and didn't get it. It's them that doesn't get it.
    2.) The economy has continued to gradually improve. This will likely affect Q2 guidance the most.
    3.) Intel's gameplan has evolved and there is starting to be some recognition of this. Absolutely nothing positive has been included in the stock price. Mr. Market is still working on the "PC is dead" stupidity and is unable to see any of the many other positive factors in Intel's future.
    4.) Intel's roadmap looks fabulous for the next two years and ARM has nothing to match it. Haswell, Bay Trail, Airmont, and the like will come in waves, each lifting Intel's mobility future.
    5.) ARM's fabrication is going absolutely no where. They are stuck at 28nm while Intel gears up 14, 10 and 7 nm.
    6.) Intel's foundry efforts are bearing fruit. The Altera deal changed many attitudes about Intel's future.
    7.) Intel has many big deals that could break their way. I would be surprised not to hear about some of them in the next conference call.
    8.) Intel's tablet future has improved dramatically.
    9.) Intel's web TV venture has a chance to be a real break-through and has a chance to generate excitement and profits, while lifting everything in the Intel ecosystem.
    10.) The ARM era is officially over. The word is starting to spread...

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