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S&P 500
5,399.22
(
-0.51%
)
US TECH 100
18,520.80
(
1.04%
)
Dow Jones
39,935.07
(
0.00%
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Brent Oil
81.18
(
-0.44%
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Bitcoin
67,235.02
(
2.20%
)
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bobs10

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bobs10

Re: I_banker post# 292

Wednesday, 01/18/2006 9:22:04 PM

Wednesday, January 18, 2006 9:22:04 PM

Post# of 6903
you...

bobs, I tend to agree with you but for slightly different reasons. Wall Street punishes a miss much more viciously then it rewards an upside surprise. Intel missed in Q4 and it is unlikely that they will want to miss again -- that is a recipe for the replacement of senior management.


me...

Yeah, considering INTC still has 80% of the market a price war INTC couldn't win would be pointless and would be like Otellini signing his own death warrent.

The big question is INTC's NGA and how competitive it's going to be. INTC desperately needs some home runs. If NGA doesn't provide them then it seems that some sort of other action will be required.
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