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  • intc_inside intc_inside Nov 17, 2012 8:40 PM Flag

    Marsavian kicks getanid61's teeth in, part 3

    When do you think it will finally become obvious, even to the analysts? Intel's price can't start climbing dramatically until the ARM lovefest ends. 14nm?

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    • No, when 22nm Haswell and Silvermont are out there in volume it will be painfully obvious even to the ANALyst sheep that they backed the wrong horse. Remember that INTC has been swimming against this tablet fashion tide since iPad was introduced in 2010 but actual results defied the critics so the stock hit $29 regardless. What has happened lately is that Windows 8 and all the new different form factors caused a pause in PC inventory buying and the critics returned to hammer the stock down. Results have to start surprising on the upside again for the stock to rebound as nobody is pricing any hype or hope into this stock. I expect Q42013 to be the best quarter Intel ever had but there maybe results before then that turn the tide back again. Clovertrail is an absolute killer Windows 8 tablet processor and 10W Haswell will make the current Ultrabooks much more desirable so it's a question of how fast Intel can ramp these two new processors to add incremental revenue to its core business to convince the ANALysts INTC is a growth company again. Remember also that all stocks have been hammered since the election due the fiscal cliff stalemate, once that has been resolved all stocks will recover to the extent that the next great Bull market starts IMO. It's always darkest before the dawn, between now and the end of the year is the time to pick up any stocks you have had your eye on.

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