INTC culture cannot tolerate an Asian guy at the top, they will make his life difficult because he is not one of them in every sense of the phrase.
BUT INTC would like to own Jen-Sun's good work and all that comes along with it to incorporate into INTC like "NVDA Inside" BUM! BumBa BumBum!
It is show time for NVDA team and Jen Sun.
Sentiment: Strong Buy
Reply, their earnings will not surprise to the downside. Bcos if it does, they usually issue warning guidance. However, keep an eye on guidance. Weak guidance would likely smack it down.
This guidance may provide clues to the impact of nexus 7 lost. That they have found good substitute to it. Eg. Project phoenix. If its poor, watch out longs.