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flumoxed2012

01/20/14 7:26 PM

#128107 RE: This Causes an Error #128103

Ashraf, I'm an older guy and have been at this since the 1970's. It's obvious. Intel is actually experiencing a perfect storm right now. (1) Ballmer's brilliant Win 8 (2) playing catch-up in tablets and smartphones (3) transition to new leadership that is cleaning out the stables and (4) "THE ECONOMY STUPID" (not a reference to you, but a quote from a former President). The economy is showing subtle weakness...case in point...Fed is talking about easing yet mortgages interest rates are declining. Jobs data still sucks. Smartphone sales are saturating with migration to commodity phones. Christmas sales weren't so rosey. That Intel CAN maintain $52 +- 2 bil/year in this environment is amazing testimony to its robustness. It is clear that the shortafalls in DCG, and other less than progosticated results trace to this general malaise in the economy. And guess what....that's life for an investor.
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walbert

01/20/14 7:29 PM

#128108 RE: This Causes an Error #128103

flumoxed2012, for the same reason that a teacher doesn't give up on its brightest student even when he/she is severely under-performing.



Yes, you clearly think of yourself as the master and Intel as the student who would be successful if they simply followed your (divine?) instructions and guidelines.

Unfortunately you don't appear to be on the right career path to become the next CEO of Intel.
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walbert

01/21/14 12:46 AM

#128158 RE: This Causes an Error #128103

The company needs to start executing and it needs to start taking that share so that we get out of this "$52-54B" revenue range that we've been stuck in for THREE YEARS.



You are aware I hope that one basic cycle in the semi business takes three years? You criticize as if the cycle is three weeks.