Replies to post #130166 on Intel Corp (INTC)

[Ideal_Inv]

Is any number material to earnings though? 20, 40 or 60

I think not this year due to contra-revenues. But at 50-60 million units, it can add 0.05 to EPS from 2015 onwards.

Further, I think that stockholders will get more of a benefit from expanding PE multiple due to the elimination of risk of tablets cannibalizing lower-end Intel PC CPUs.