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Elmer Phud

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Elmer Phud

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Re: wbmw post# 114377

Wednesday, 12/05/2012 11:15:00 AM

Wednesday, December 05, 2012 11:15:00 AM

Post# of 151806
this analysis doesn't make sense unless PCs start tanking in a big way, and the margin erosion comes from empty fabs.

Isn't that what all the analysts are forecasting? That the PC market grinds to a halt and everybody switches over and does everything on handhelds while ARM servers push out Xeons. Intel's fabs go empty and that's why the board fired Otellini.

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