Intel Corp (INTC)

[chipdesigner]

AMD did well because they competed well, not because they filed a lawsuit.

Wow. Clueless. The lawsuit was key to enabling them to compete well. What do you think freed up OEMs to increase their AMD share, and decrease INTC share without massive illegal Intel retaliation?

Anything less than "exponential growth" in Q1 earnings is going to be bad for the stock.

Again, clueless. Flat QoQ revs in Q1 will amount to 70% YoY rev growth. The stock will be significantly higher over the next 6 months. Combine revised 2006 earnings estimates with a forward P/E that befits such strong earnings growth, and you have a $60 stock.

The little pop post-earnings is nothing compared to the run we're going to see as folks process the greater implications of what has happened.