I tend to agree with him. Probably why he was passed over for the top job. Horrible strategic decision-making leaves Intel in the position its in today.
As I've said before, Intel needs to vertically integrate ASAP since companies like Apple & now Google have the capability to provide the entire device, including all software, hardware & services. Paul O. was asleep at the wheel while all this was happening right in front of his eyes. His excuse - we dont want to "compete" with our partners. What a joke.
Brilliant timing on their part as INTC just failed another attempt at breaking thru $25 & it appears the overall market is about to correct 7-10%.
Ashraf, you need to get on CNBC. Thats where you can really have a big impact. We need a pro-Intel view on that show.
Ashraf single-handidly saved INTC shareholders from the short-term effects of this rumour. Stock has recovered a lot of what it lost in AHs since Ashraf's article came out. Ashraf doing the job Intel's PR team should be doing!!
Ahraf did the job Intel PR should have been doing. Ashraf saved shareholders about $5B dollars based on what he did last night. Bravo to Ashraf, Shame on Intel PR.
His online influence (based on several metrics) the past 6 months has been enormous. Seriously, Ashraf, you should contact Intel for a PR-type job. I bet you could name your salary.
Ashraf doing the work of 10 Intel PR men...
Most of the hedge funds & big-boy option traders are placing big bullish bets. Sentiment has done a 180-degree turn - PCs have bottomed, Intel will be in tablets & smartphones in a big way in 2014, etc. My model says a breakout past 52-week highs towards 30, probably if Intel announces the Nexus win in a few weeks at CES. Ashraf has really done a great job changing sentiment - Intel should hire him!