Intel Corp (INTC)

[techno_bull]

How can Intel grow faster than the market as predicted by IDC?

Maybe it's continued semantics and accounting around how mPU sales are categorized between the industry (IDC, Gartner etc) and the enterprise (Intel in this case).

I'm still not convinced that all the players are tallying all the devices in a consistent manner. For example aren't there discrepancies in how Intel categorizes Core sales into say Surface Pro 3 and whether IDC calls this a laptop (PC) or a tablet when the product is sold? Or BayTrail devices into '2 in 1s' like the T100, does IDC call this a laptop sale or a tablet sale when the end user buys it?

Any what about between IDC and Gartner themselves? Do they both categorize all the devices the same way or does it matter which one you use as a baseline for how much 'growth' we are seeing in the PC category?

I admit I haven't researched all these questions but my intuition tells me that the bean counting has become a lot more complicated than it was 3 years ago.