Tuesday, November 25, 2014 1:45:09 AM
Was this Intel price an inflection point in the same sense that my erection last night was an inflection point?
Indeed, if it was your first one for 14 years!
........I thought you guys said "contra revenue" would go away by 2015.
This piece claims it will increase in 2015 and averages over $20 a tablet........ me thinks you all have been "Grubered"
Yes, and since we all have been so wrong, the share price stands where it is and you were perfectly right with your prediction that Intel's share price is range bound in the 20ies forever ...
Anyway, I guess the rumours are correct. Cherry Trail most likely will need contra revenue since it will have the same issues as BayTrail. That's for the mid range tablet market though, low end tablets and phones will be served by Sofia which I expect to be sold at no additional costs, since it has the modem integrated and is manufactured in 28nm, where there is a lot of competition at the foundries.
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