Intel Corp (INTC)

[Koog]

Is Intel wrapping as much as a a $5 bill around every modem sold to Apple?

http://www.barrons.com/articles/BL-TB-52085

Or is Ashraf correct in that he finds "it very implausible that Intel will be selling modems to Apple at negative gross margins"

Still, Ashraf admits that gross margins could be "razor thin".

http://www.fool.com/investing/2016/07/01/why-this-analyst-is-probably-wrong-about-intel-cor.aspx

For me, I dunno. I do know that those who ignore history (contra revenue) are destined to repeat it.

Realistically, any way you cut it, this won't be a "big" deal for Intel.

Krzanich strikes again. All hat, no cattle.