Intel Corp (INTC): New paradigm? What are talking about? I'...

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Re: wthdik2 post# 135710

Friday, 08/15/2014 11:09:52 PM

Friday, August 15, 2014 11:09:52 PM

New paradigm? What are talking about? I'm not speaking for morrow but my earlier comment was just opining that Intel who already owns the corporate laptop refresh cycle will continue to own it and that we will begin to see 2 in 1s and convertibles as part of that refresh cycle. This opinion is independent of the underlying financials involved in this new evolving product mix that the corporate world will move to. I have no idea if the new mix will help or hurt revenue and/or margins.

Not sure if you've worked for large corporations where they award contracts to OEMs for tens of thousands of client machines at a time. My bet is that you'll see Asus winning more of these in the next year. This has always been another area where an OEM might be rewarded for loyalty or for taking a risk on a new product etc. Dell and Lenovo come to mind at Intel and I would bet Asus will be rewarded as well. JMO I have no inside info.