Intel Corp (INTC)

[SemiconEng]

Semi if you have start with these four facts:
1) Intel is warning
2) 15 other Semiconductor companies are warning
3) PC Industry is booming based on revisions to June estimates (IDC)
4) AMD is not warning
And you apply principles of Occam's Razor, what conclusion do you come up with?
I guess we will wait and see -- its not too far off.


I prefer to apply "Principles Of Intuitive Logic". If it walks like a duck, talks like a duck, and acts like a duck, it's probably a duck. Most likely, it will also swim like a duck, even if it (and others) claim that it's different then the 15 other ducks, in the same flock. You're right about one thing, we'll soon see if the duck is fooling itself...... and others.