Replies to post #128483 on Intel Corp (INTC)

[ibc]

two exogenous causes, in ranked order: (1) Steve Ballmer's Win 8, 8.1

This is exaggerated. Apple laptop sales are declining just as badly as windows laptop sales.

The economy has been sub-par for 5 years now.

Emerging market PC growth is clearly stunted by cheaper computing devices like tablets/phablets/smartphones. This used to be a major growth driver for Intel and somewhat explains Intel's desperation to break into this market with cheap/subsidized Baytrails.

[fastpathguru]

I think we can attribute all the revenue issues at Intel to two exogenous causes, in ranked order: (1) Steve Ballmer's Win 8, 8.1 and (2) a genuine global slowdown that has been hinted at for months now, but seems to be breaking out in full glory today.

Yup, just Windows 8 and a global slowdown.

The mobile explosion^X^X^X^X^X^X^X^X^Xfad has had nothing to do with it at all.

fpg