Intel Corp (INTC)

[Dmcq]

re: We see more opportunities, but the window to capture them is getting smaller and smaller, [requiring] heavier investment and greater complexity [so there's a] need to leverage all our expertise

That's how they speak, I read that before and I'm pretty certain it is motherhood and apple pie exhortation. Go and do some new designs fast or you might get left behind, and oh by the way we'll charge you more. I haven't seen any evidence they are failing on their plans or any indication they are in trouble.