PE 80, Intel
Sentiment: Strong Sell
The P/E is 80 GAAP equivalent, 55 non-GAAP i.e. EBITDA like equivalent, still too high based on the tough Intel competition soon coming whatever figure you use.
simultaneous collapse in both UK and US (subtract 5 hours from UK time)
at analyst meeting, said Intel may win big smart phone player like Samsung
Small server share in 2017
Smart phone ASP's likely to go down
Morgan Stanley wrote negative piece on meeting.