Replies to post #109832 on Intel Corp (INTC)

[Maui3]

"Here is downgrade from one analyst"

it's really an upgrade. Romit Shah has gone from "Sell at $19" to "reduce at $25". I think he knows he's been wrong for quite a while now. he's just looking for a temporary dip in the stock price, so he gets to be right once, before he turns bullish. He's tone has turned much more bullish now than a year ago, when he believed ARM would crush Intel. Young kid. Still learning...

[mmoy]

How do you downgrade a company with a 3.5-4.0 year lead on the competition?

[wbmw]

3) Ivy Bridge processor: Intel will be shipping 2mn units per week by the end of June; 4) Mobile " Momentum is growing; 5) "Manufacturing " It s hard to see how Intel will fill available 22nm capacity over the next year.

Really? An initial run rate of over 100M units (amortized per year) can't fill 22nm capacity - in the first year when there's only a single fab being brought online?

I'm amazed he can make two statements side-by-side that so completely contradict each other.