bobs, I tend to agree with you but for slightly different reasons. Wall Street punishes a miss much more viciously then it rewards an upside surprise. Intel missed in Q4 and it is unlikely that they will want to miss again -- that is a recipe for the replacement of senior management.
I think they will bide their time, market the hell out of Core Duo and improve their 65 nm process, all the while waiting for their competitive parts to come out later this year.
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