Replies to post #126958 on Intel Corp (INTC)

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Ideal_inv,

Ashraf, I have asked you several times if you are implying that Rosen Sharma was lying when he said that Bluestacks downloads is 100,000/day (clearly indicating that customers want to use Android on their x86 machines).

No, I don't think he's lying. But, at the same time, I'm not convinced that customers want to see Windows on their Android tablets ;-)

So I ask you now: Are you an Intel bear in Intel bull's clothing?

No.

If so, you have managed to convert at least one staunch Intel supporter - wbmw to your point of view. Congrats!

Are you suggesting that one of this board's most intelligent and capable members sold half of his position on account of my views? No, I think he and I simply think alike. Both of us seemed to invest based on the principle that once Intel would leverage its world-class assets to become a leader in this space after 5 years of "learning" with the prior gen Atom that it'd be a true leader in this market.

What hurt my confidence was the disappointment that Bay Trail was relative to S800 and how quickly NVDA/QCOM are moving with next generation products. Apple's A7 didn't help, either.