Replies to post #28152 on Intel Corp (INTC)

[mas]

Maybe or perhaps more nearer the low range. I did not like those reports of mobile demand not being strong as that would normally support any weak desktop/server sales. OTOH analysts are reporting that the price cuts are clearing inventory so which is the stronger factor ? ;-). It's a tough call really but I would not be surprised if Intel took another dollar or two hit after Q2. If the earnings come as expected then the price should not change so what has anyone lost by waiting ?

At 16-17 it should be a very good buy with a possible 50-100% upswing next year. I feel it's probably as undervalued as AMD was at those prices, considering what's in the pipeline, and look how AMD trebled although I don't see Intel doing any more than doubling but that's still very good ;-).

[smooth2o]

I do. How can they possibly make any money out of what they are doing? Either that or at the low end of the estimate. I don't think they want to be outside the estimates, b/c the price could fall a lot (12.5 is the bottom) and I don't believe they will be anywhere near negative for reasons of history. I also think that AMD will drop a lot. I think MS will be stabilized. I think that's the WHOLE objective of the sales force for this quarter.....not lose ANY MS, even at the loss of profits. I don't think it was a case of either/or. Q3 will be different, convert all those retained market shares to C/W/M, but I'm concerned that profits will be hard to get with the pricing we're seeing. However, anything will be up compared to Q2. They will also write off inventory one time in Q2 and take a restructuring charge in Q3.

Smooth