Replies to post #114377 on Intel Corp (INTC)

[Elmer Phud]

this analysis doesn't make sense unless PCs start tanking in a big way, and the margin erosion comes from empty fabs.

Isn't that what all the analysts are forecasting? That the PC market grinds to a halt and everybody switches over and does everything on handhelds while ARM servers push out Xeons. Intel's fabs go empty and that's why the board fired Otellini.

[VeeCee]

WBMW,
Utilization is around 50% per Intel CC from last quarter. How Intel responds to that is very critical to GM. How much it drops-no one knows. I think it is the biggest concern of the market and as the result you see it reflected in Intel stock price.