Intel Corp (INTC)

[techno_bull]

There is something good underlying this move up - finally!

I believe the major factor underlying this move up is that the analyst community has finally come to believe that the client PC downtrend is close to the end. Now there is other 'goodness' that is surfacing in Intel's product mix that is also factoring in but the cannibalization story has to have an end and we are close to the point where that story has run its course.

Of course all along many on this board have realized that new form factors have been blurring the lines of the traditional PC client business yet the cannibalization story and the end to Intel's traditional business model is really 'fun' for these analysts and TV pundits to talk about. But that story is a tired one now and those that act early to be in the stock as the new product mix unfolds will be rewarded.