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Intel Corporation Message Board

  • bacbacker bacbacker Feb 8, 2013 11:17 PM Flag

    Strong second half for INTEL

    Stacy J. Smith - SVP and CFO: Yeah, and that's consistent with our view. First and foremost, it comes down to – if you look at consensus GDP estimates, the consensus today is that there is a pretty significant strengthening in the worldwide economy over the course of the back half of this year. Over that same tenures the first correlation of our business is GDP growth. Then beyond that, it's the kinds of things that Paul has been talking about. You have Haswell coming into the marketplace, Windows 8 gaining traction, touch gaining traction. So you have these great devises that are coming in that re convertibles and kind of the best of the PC and the tablet experience. Then we become more and more represented across both the Windows tablet section of the market and Android over the course of 2013 and the combination of that puts us into a situation where we believe we have more than seasonal second half.

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