Monday, November 16, 2009 8:24:25 AM
Ron: I believe cell phones, smaller form factor computing devices will be in demand in significantly higher numbers. INTC wants to be there. We will have to see. IMHO...
There's alway hoping, that may help. However, I don't see where this is going to significantly drive the SP. At best, you may see a more steady 5-10% per year appreciation. There is no way this will result in a massive jump anytime soon. Even if they were successful in winning a decent share of the 4x$10B markets over time, you'd see a small appreciation in the stock. With no top end growth in 10 years, there's no way they are going to become a tech darling like Apple. Actually, they need wins in these markets to keep the SP they have.
Smooth
There's alway hoping, that may help. However, I don't see where this is going to significantly drive the SP. At best, you may see a more steady 5-10% per year appreciation. There is no way this will result in a massive jump anytime soon. Even if they were successful in winning a decent share of the 4x$10B markets over time, you'd see a small appreciation in the stock. With no top end growth in 10 years, there's no way they are going to become a tech darling like Apple. Actually, they need wins in these markets to keep the SP they have.
Smooth
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