Monday, June 07, 2010 8:40:35 PM
As Intel revenues pass $40B this year, I can see them hitting $50 in another 2-4 years. With the growth in servers being necessary to manage and compute the data being sent to these small devices, I can see revenues grow to $60B a few years later.
12 to 15% of growth should be in PCs. That should be about $5B per year less price depreciation x volume increase, say at least $3-4B per year given that the price war remains over. So, if your numbers turn out to be good, that's moderate growth.
I still don't see any significant increase in valuation as the analysts will expect at least that level. This, of course, assumes the same margins that Intel has experienced.
Smooth
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