wbmw,
It might be a good time to invest in INTC.
Remind me, when was, according to you, a good time to sell INTC?
Furthermore, the analysts are still expecting share loss throughout the year, and some have even said they expect Dell to open their doors to AMD in the PC and mobile markets. Truly, it is a kind of bearishness I've never seen before, and few or none of their fears are going to end up coming to fruition. If I weren't already so vested in INTC, I'd buy more.
I think Intel will keep unit market share (thanks to the deep price cuts) but will lose dollar market share again in Q2.
I know I had the same prediction for Q1, but Intel blew it on units too, losing the share there, in addition to losing dollar share.
But this time, Intel is selling CPUs in the $30s, boxed retail with fan, quantity of 1!
I have never seen Intel this desperate. Also, Intel is selling some 300mm^2 of silicon + complicated multichip packaging for $126, retail.
Sounds like a recipe for another dip in ASPs, gross margins, dollar revenue. The only positive going into Q2 earnings is that maybe those $37 Celerons will snatch some sales away from $72 Semprons and Intel will not lose unit market share...
Joe
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