Intel Corp (INTC)

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BTW, I have seen dozens if not hundreds of presentations
from other companies with great expectations that never
came true. It's kind of funny how you ignore those which
come from Intel's competitors hoping for a slice of its pie.

I am a very loud Applied Micro perma-bear that has been blowing the whistle on their hype from Day 1 when they claimed that their 40nm X-Gene part developed on a relatively shoe-string budget would be outdoing a Xeon as far as performance/watt. The chip, originally slated to ship in late 2012, still isn't shipping for revenue.

I calls nonsense when I sees it, but I have very high expectations from a semiconductor stalwart like Intel. These guys have some of the world's best talent across the board from graphics (well, graphics algo researchers anyway...still waiting on that Gen 8 )to CPUs to manufacturing. Was it really unrealistic for me to have believed that this is a company that could have actually delivered on its target for $5.5B in Other IA revenue during 2013?

Remember, Intel GUIDED to that number back at Investor Meeting 2012, so it carried a bit more weight than some fluffy-PR from some no-name penny-stock company claiming it's "gonna do ARM servurz!!"

That being said, Intel seemed to have no problem executing like a bat out of hell when they thought the ARM server guys would eat their lunch. Avoton made it out in 2013 and I am confident their server guys will kick some major ass with Denverton/Broadwell SoC this year.

Funny how that works...the first low power SoC based on the new Atom core was the high margin server part while Bay Trail/Merrifield - whoops! - get delayed/miss key launch windows.