Replies to post #125765 on Intel Corp (INTC)

[Sarmad]

re baytrail profitability

I am not Assad, but re your question, you have not mentioned whether you are accounting for the so called "contra revenue" that was mentioned by Satcy Smith in the analyst meeting, after which Intel stock dropped.

So I don't know whether you overlooked this contra revenue, but supposedly Intel is giving a $15/set subsidy to sell the BayTrail units, which supposedly go for $20. And Intel is also allegedly throwing in the modem, which might be another $5 or $10 for free.

Is your question being asked while accounting for this subsidy ? Are you saying that despite the subsidy BayTrail should be profitable ? Are you saying the subsidy does not exist ? It is not clear.