I am glad that you are brave enough to accept the reality. Stock market is expectation-Intel forecast exceeded expectation. IoT has $2B revenue. Which other semi company has that kind of revenue growth. Even MCG in 2015 will not have contra from new products. I am sure you have seen Stacy's presentation posted by WBMW.
This explains a lot. It's always the question what influences one's investment decisions. Many times, an opinion leads to the decision, but often enough, the decision leads to an opinion, not vice versa. I think everyone gets trapped into that, especially when it comes to money.
That is why I am reading here. It is good to read about opposite positions and I don't understand why people often get angry about posters who take those opposite positions. If everyone would agree, it would make no sense to read and post on this board.