Intel Corp (INTC)

[ssami]

Death of the PC counter argument.

Premise: Tablets and phones are being used to consume data and produce emails and text messaging. (Light touch personal work or office work). PC is over kill for it. PCs are well built and we dont replace them until something breaks. This is the main reason for non replacement. Microsoft is supporting old OS; causing corporates to not refresh the PCs.


In corporate PCs are staples (desktop, laptop, tablet). Mostly desktop or tablet.

Most of the high paying jobs(docs, managers, engineers) need a PC at work and a laptop or (convertible in field) to do the work.

Tables/Phone will converge at 5-6 in form factor. If microsoft gets it right you can use the 5-6 in form factor to connect to display to get some light/medium work done. I believe Intel is well positioned to take advantage in this form factor (with Kaby lake/Ice lake) core M.

AR/VR will be a good avenue to build new PC form factor to re-ignite sales.