Intel needs to show that goods news can translate into higher EPS. It seems like it has been many quarters (and many conference calls) since Intel has been able to surprise analysts significantly to the upside. And Intel needs to show that upside surprises are still possible for them. I think that the analyst consensus is that every time something positives happens for Intel on one front (e.g. higher revenue), then something negative happens (lower margins) to counteract it. Of course that is the sign of a large company being "to large" to grow. Can Intel shake that perception with tangible results this year or next?
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