Intel Corp (INTC)

[wbmw]

Re: The problem for January is that analysts might give AMD a free pass for one quarter, until negative results are clear.

Here's what the bullish AMD analysts are expecting (Lehman):

http://www1.investorvillage.com/smbd.asp?mb=476&mn=9504&pt=msg&mid=612007

 
              YE2005  (YoY%)  YE2006  (YoY%)  YE2007  (YoY%) 
 MPU Revenue 
  -  AMD      $3,795M  (+50)  $5,146M  (+36)  $5,855M  (+14) 
  -  Intel    $28,116M (+15)  $23,653M (-16)  $25,505M (+8) 
  -  MSS      88/12           82/18           81/19 
   
 MPU Units 
  -  AMD      43.1M    (+3)   55.2M    (+15)  71.2M    (+13) 
  -  Intel    190.3M   (+14)  187.9M   (-1)   203.6M   (+8) 
  -  MSS      82/18           77/23           74/26 
   
 MPU ASPs 
  -  AMD      $88      (+10)  $93      (+6)   $82      (-12) 
  -  Intel    $148     (+1)   $126     (-15)  $125     (0) 
   
 Diluted EPS 
  -  AMD      $0.70    (+49)  $1.17    (+67)  $1.39    (+19)

Seems rather optimistic to me (while pretty pessimistic for Intel). If this is what bullish analysts are expecting, I think they'll be disappointed.