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resistion
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re: Analysis: Happy days are here again for Intel
resistion   10/15/2009 11:48:20 AM
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EPS still lower year over year, it is likely a reflection of reduced charges, cost reductions, etc. The product diversity favoring Atom doesn't seem to favor a revenue burst at this time. For 2010, it has its 32 nm ramp, which is also costly (7 billion). We had some potential customers also reporting good earnings, but they are in the cost-reduction mode, which seems to have gotten them good earnings results.

rick merritt
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re: Analysis: Happy days are here again for Intel
rick merritt   10/14/2009 8:22:18 PM
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Good analysis! I think Intel will do better than average given its current products, execution and notebook position. But this is just one big player and slice of the semi market, and other sectors and players may face harder struggles.

DMac
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re: Analysis: Happy days are here again for Intel
DMac   10/14/2009 2:31:48 PM
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Can't find any chinks in Intel's armor here... Will Intel's expectations for its own fourth quarter cascade over the rest of the chip industry, or is the company simply operating on another level?



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