My point is that we'll learn a lot about real market demand after Haswell has a chance to ramp,
The only truly attractive Haswell is the Ultrabook and the Iris/Iris Pro using ones. Yes, you might argue the regular Haswells are a good advancement, but nothing that makes people waiting for even better systems go and buy one. Since short-term decline in low-end systems seem inevitable, they'll have to aggressively price the Ultrabook/Iris/Iris Pro systems.
I don't think they'll guide down further, as long as nothing out of their control happens, and they do everything they can.
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