Ashraf will become 1 of the top mobile/Semi analysts, which will probably lead to a CEO position soon. He can thank it all to his discussions here on Yahoo message board, IHub, & SA. He can basically pick among all the offers he is currently getting.
Hedge funds will never let this stock run. Same game has been played for 10 years & counting.
The most important meeting to talk about wearable devices & where was Intel? Everyone being interviewed on CNBC but where was Intel? Everyone showing off prototypes but where was Intel? Lousy leadership.
I agree with Alexander. This stock is more likely to see $20 than $30. When the CEO starts spouting about 40M tablets target on track, thats worrisome. Unless there is a shift in corporations buying more PCs/servers or consumers buying more convertibles, there is no growth here.
This stock is literally being held up by a record bull market. The growth prospects are dim at best in the short/medium term. Funds are blindly dumping their $$ into this name because they think its a safe place to earn 3.5% dividend. The worm can turn fast...
No one is buying PCs & laptops because of the crazy winter weather. Not good.
Single-handily virtually destroyed Intel shareholder wealth for years to come because of his poor decision-making & then had the nerve to take a $10M+ salary as he was walking out the door.
Its game over. Qualcomm has too much of an ecosystem established for Intel to overcome. We can thank Paul O. for this failure.
He showed no mercy...
The only way to win at mobile is for Intel to vertically integrate. No way Intel can unseat Qualcomm as the dominant SoC supplier - its too late.
He has it right to call out Intel management on lack of Intel leadership in mobile. As a long-term investor, I am very worried about growth prospects. Where are the cost reductions, Mr. CFO?
Bravo Ashraf for calling out Intel management. We are now seeing how badly Paul O. ruined this company. It will be years before Intel can claim any sort of leadership in mobile, meanwhile PCs/laptops become marginalized. It amazes me Wall Street is giving INTC a higher PE than Apple right now.