Published: October 15, 2012
Since there are nearly 7B people on the planet, there is still room for growth. If there were only one PC in every household, the installed base would be somewhere in the 2-3B range, a 30%-100% increase over the very long term. If Intel is able to continue selling chips for ~$200 per unit at 30% ...
Published: June 26, 2012
Intel’s stock price does not reflect PC growth in emerging markets, cloud computing, and corporate spending on data-center infrastructure, including storage, networks and servers. Intel is rightly getting very little credit for their move in to mobile but this is also discounting any major move w...
Published: June 26, 2012
Intel’s stock price does not reflect PC growth in emerging markets, cloud computing, and corporate spending on data-center infrastructure, including storage, networks and servers. Intel is rightly getting very little credit for their move in to mobile but this is also discounting any major move w...