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Tuesday, April 22, 2014 12:24:44 PM
Ashraf - if you hold your shares, do it because you believe the PC ecosystem is stabilizing, and you think mobile might be an interesting (very...) long-term play for Intel. But don't base your shares on Broxton. It's just silly.
If Intel can execute with Broxton, then I will be more than confident in the company's LT future as a mobile computing player. If they screw this one up like they've screwed everything else in mobile up, then I've just got to assume that the company has fundamental execution issues that cannot be fixed.
Also, Broxton is very important for PCs...
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