Intel Corp (INTC)

[VeeCee]

It is quite clear to me that you have changed your tune completely. You say it is because of facts. I think there is more here than meets the eyes.
The same fact and data that you had before, you used to pump Intel with all kind of analysis. I know you used number of assumptions.
Now the data from Intel has not changed. NVDA and Qualcom has not introduced tons of new products. They made a few announcements and no product and no benchmark. Just power point slides like others have stated. Suddenly you have started believing them more and not trusting Intel any more.
NVDA announced Tegra Shield-a gaming gadget/platform. I never heard of it since its announcement. Tegra 4 is in the same boat.
You have a right to change your tune but something else is cooking underneath.