Intel Corp (INTC)

[DavidA2]

I don't think you need to wait until Broxton/SoFIA to see how their plans unfold. Cherry Trail would be the first full year for Brian on a new Atom product, and really get to see how his influence over management unveils.

If Cherry Trail does not get traction any more than Bay Trail, I think you can start selling.

Also, I like to reiterate that I do not believe in Smartphone/Tablets killing PCs at all. Everyone will keep buying everything until they have no money. They want always on internet access, everywhere, with every form factor and for every kind of usage(PC gaming, mobile gaming, content creation with keyboard, content creation without keyboard, media consumption w/keyboard, media consumption wo/keyboard, etc, etc).