Replies to post #143952 on Intel Corp (INTC)

[ibc]

The article is a summary of a research note from Wall Street analysts where they estimate how much server revenue at Google is at risk.

While it is highly unlikely that Google will design Qualcomm processors into all of its future server platforms, we estimate that Google as a whole represents an incremental revenue and EPS opportunity of $450 million and eight cents for Qualcomm.

Conversely, we estimate the loss of Google as a server processor customer would adversely affect Intel’s revenue and earnings per share by $1.3 billion and 10 cents, respectively.

The probability of this actually happening is fairly low. Intel's server business is a fortress.

[fastpathguru]

Google could buy a bunch of ia64 systems, and that would hurt Inte...

Wait, that would be totally stupid.

Thank God for x86-64, AMIRITE?

fpg