Intel Corp (INTC)

[fastpathguru]

Fpg, somehow I figured that you, or someone else from the peanut gallery would be foolish enough to bring up contra-revenue as a counter-argument. Amazing that after so many discussions on this topic, you guys still don't understand how it works. I feel sorry for you. You'd like to be able to articulate a bear argument, but it just falls on its face, every single time. Intel did so incredibly well with revenue MSS, it's going to show up on the balance sheet in a big way over the next several quarters. Can't wait to watch the bears in disbelief!

So you're saying this revenue ranking accounts for any contra-revenue associated with those sales?

Because that's what I disputed. Nothing else.

The implication I made was that Intel's ranking by revenue is BS if it doesn't account for the money Intel had to dish out to subsidize OEMs for (things associated with) those sales.

fpg

PS: I understand perfectly well Intel's "BOM" explanation of their contra-revenue and that you cling to it like a leech. Let's just see how much Mobile loses this Q...