Intel Corp (INTC)

[fastpathguru]

However, the sources are also concerned that Intel is likely to start reducing its subsidies in the near future and may affect Asustek's performance in the smartphone market.

I expect Intel to continue to find reasons to supply contra-revenue.

OTOH, according to BK, once they hit "the 40M", they don't see a need "to go much beyond that."

(I.e. a materially significant and potentially market-affecting statement, which is the reason I highlighted it out in the first place.)

Intel might otherwise be on track to sell up to 50M/2014, extrapolating from 5M/Q1 -> 10M/Q2 -> 15M/Q3 -> 20M/Q4/holiday season.)

I can't really figure out why some Intel folks could be so excusatory about BK signaling that Intel's tablet growth is going to not just stop in its tracks, but reverse...

fpg

PS: Where's our master of 2nd derivatives when you need him?