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Intel Corporation Message Board

  • khitchdee khitchdee Oct 9, 2013 4:25 PM Flag

    Intel's last hope: Win 8.1 tablets

    If Win 8.1 tablets don't sell through which is to be expected given the earlier tepid response to Win 8 tablets by the market, Intel's ability to grow its revenues based on additional tablet targeted chip sales is limited. This should have a detrimental impact on stock price in the absence of any other growth drivers for the stock in the near term. The longer term picture is likely not going to change much from what it is now given that Intel doesn't really have any basis for differentiation from its competitors -- there's no Wintel moat this time around if 8.1 fails to grow. Perhaps it should start making fab equipment.

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