Replies to post #7303 on Intel Corp (INTC)

[sgolds]

COMMON SENSE, I find his assertion that the replacement cycle is finished to be quite strange. By all historic comparisons, it should now be ramping up. His contradiction is here:

But now the replacement cycle has likely come to an end, and, with hope, companies are going to start hiring again.

Just what does Mr. Lahart to expect be put on the desks of many of those new employees?

[chipguy]

But now the replacement cycle has likely come to an end, and, with hope, companies are going to start hiring again. That isn't bad for Intel.

WTF is this brain stem talking about?

Intel was quite clear it hasn't seen signs of a business
side breakout*. That long delayed and pent-up refresh
cycle is still in the offing. The longer it is put off the
more intense it will be. Intel has a near mortal lock on
that market so its one sided benefit to Intel should be
even more pronounced than this quarter's results.

*"CFO Andy Bryant also said business buyers remain on the sidelines."

http://www.marketwatch.com/news/yhoo/story.asp?source=blq/yhoo&siteid=yhoo&dist=yhoo&gui....

[imho]

Now's the tough part

Let's see; of all the pro and con articles written about Intel's earnings, you selecet a negative one, easily shown to be baseless in fact. I am being kind in saying, do us a favor and change your handle or at least get some COMMON SENSE.

IMHO