Replies to post #9822 on The Rising Influence of Rising Affluence

[DewDiligence]

INTC +3% AH as 1Q15 results/2015 outlook are not as bad as some investors feared after the company’s removal of guidance on 3/12/15…

http://www.intc.com/releasedetail.cfm?ReleaseID=906520 (INTC’s PR)

http://www.bloomberg.com/news/articles/2015-04-14/intel-forecast-shows-improving-demand-for-pc-data-center-chips (Bloomberg)

http://finance.yahoo.com/news/intels-revenue-flat-ago-201614545.html (Reuters)

INTC now expects 2015 sales to be “approximately flat” relative to 2014.

[DewDiligence]

MSFT’s free Windows-10 upgrade is bearish for such companies as INTC:

http://www.wsj.com/articles/microsoft-changes-its-script-with-free-windows-10-1438040987

In the past, Microsoft charged a fee to update older computers to the latest Windows version. Few consumers opted to pay roughly $100 or more to do so. Many decided to buy a new PC instead.