Intel Corp (INTC)

[Ideal_Inv]

Quote: ....bad on the guidance...

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Given that Bay Trail is doing extremely well (per Pidnoel's tweets and popularity of recent Asus/Dell products), it seems like Intel can reclaim the lower-end PC market which was lost to tablets.

If they get Bay Trail PC volumes to half of the size of netbooks (which was 60-70 million units at one point if I remember right) the 30 million Bay Trail plus the 40 million tablets should add something to the bottom line.

Of course, I am assuming that the Core-based laptops remain about the same.

Also, I suspect there will be some revenue growth from the foundry business.

Are these guys sandbagging at least a little bit - perhaps a $1 billion or two? Guess that's only a 2-4% growth, not worth projecting at this early stage.