Intel Corp (INTC)

[wbmw]

I am really disappointed in Intel's CES showing

Wearable computing? Sure, Edison might be a nifty development platform, but it's like they have no idea how to make a business model out of it (hint: it won't be by selling tiny chips for $0.50 a piece). And it could take many years before we see anything material out of it.

Verdict: C-

RealSense? Perceptual Computing? I don't care what you call it, the nVidia and Qualcomm demos were more impressive and felt more useful. What the f*ck has Intel been doing? Wasting time is what it looks like.

Verdict: D-

Phones? Tablets? Bueller...? MIA, that's what.

Verdict: F-

Where's the big announcement? That Krzanich is going to rename McAfee? Is it a push for a better business model, or just rearranging the deck chairs? That he has given up on x86, and will just fab the next generation of smartphone chips? Guess what? Qualcomm and Apple are snubbing him and doing just fine on TSMC/Samsung. Were there any quality announcements from Intel at CES?

Verdict: F-

I said I was going to sell based on what came of the show, and I'm going to make good on it. One half of my holdings. Hope the other half does better at some later point in time. Good luck, longs!