ajtj99's Market Pulse

[jdaasoc]

INTC is just about the only component if SOX that is not guiding higher then consensus of analysts projections.

IMO INTC is finally facing the reality that even a business or high end multimedia computer has become a lowest cost commodity item like a toaster or microwave that can't be final assembled in Flat Rock, TX; South Sioux Falls, ND or anywhere in USA or Mexico anymore.

Amana made microwave ovens in the mid west until GE & Samsung started making them in Korea for less then $100.

Wintel architecture is still in control as far as I can see going forward. Intel just has to trade off price for their products for increased unit volumes. They should be able to garner $125 of kit on these $500 systems coming out of China vs $200 of Intel product on $799 systems configured in USA a year ago.