Intel Corp (INTC)

[walbert]

"Pointing out your level of maturity is simply an observation based on your own commentary. Asking me if I'm from Planet Earth has no rationality to it, which leaves us with a legitimate ad hom attack."

LOL, so you don't see any of your own remarks as adolescent, just mine. Convenient.

Whatever.

I just don't get you and Ash. I see a lot of generalizations but not really much substance to your complete turn around on Intel. I don't see any quantifications in a financial sense.

Everything you are unhappy about is restricted primarily to smartphones which is at this point an insignificant part of Intel's revenue base.

A lot of criticism relates to being late rather than not having the right products or approach. Again without quantification and without any assessment of how late the competition is. I mean, my god, look at ARM's fabrication roadmap issues. Neither of you has touched on any of those issues in the midst of blazing criticism of Intel on being late.

You say we should base this on the facts. I agree. Maybe you would like to post enough of them backing up your new positions so we can get to a financial quantification.

Because so far you have failed to make your case in a substantive manner.

A lot of your change in position seems related to the Tegra K1. I don't get this either. It's mainly a graphics advance and one that doesn't have much impact on Intel. Maybe you can explain this too.

I will do my best to behave like an adult in spite of the fact that you and Ash seem to be mostly driven by emotion in what I've heard from you lately.

You seem like a really bright guy which makes your sudden 180 turn even more incomprehensible to me. I'd like to know what I'm missing.