If he is smart, he won't mention words like death of Intel.
And he wouldn't have a $18 target price either when Intel is $26 and change.
While Dan Canely sucks in one way, Rasgon sucks in another way....they all seem to have their own agenda which is not analysis in any way, shape, or form.
I am sure many people said the same thing about DEC ;-)
Intel will be fine as long as it can execute well in mobile and own a significant part of the computing market, but what the analysts at JP Morgan are suggesting could eventually kill Intel.