• Michael Blair
    $INTC Stifel Nicolaus analyst see Intel with 30% mobile share by end of 2014. Very bullish. http://bloom.bg/13Ohxwx
    6/17/13
    Reply (12)
    • Panoplos: 30% by end of 2014?! This guy is dreaming big dreams.
      6/18/13
    • Michael Blair: I think so.
      6/18/13
    • PeterPlan: Why do you think that's overly optimisitc? If you belive the whole Intel sory shouldn't you expect that or better?
      6/18/13
    • Michael Blair: My estimate is 15%
      6/18/13
    • PeterPlan: So you don't expect Samsung to go for Haswell chips in their tablets and smartphones in a major way? Not even after the Galaxy Tab win?
      6/18/13
    • Michael Blair: I do, but not in enough size to make 2014 30%. Great if it does.
      6/18/13
    • PeterPlan: Just for clarification: "by end of 2014" we mean Q4 2014 market share. Right?
      6/18/13
    • Michael Blair: I thought they meant 30% for the year as a whole. By year end it might be 30%
      6/18/13
    • PeterPlan: Article states "30 percent _at_ the end of 2014". Think that's a fairly reasonable if not conservative guess.
      6/18/13
    • Michael Blair: Thanks. If it happens $INTC will be in the $40 range
      6/18/13
    • Michael Blair: @PeterPLan How does it be 30% for just the end of the year? Last week? Day? I think 30% for all 2014 is ambitious
      6/18/13
    • PeterPlan: Yes, the wording is ambiguous. That's why I asked for clarification. Agree that 30% for all 2014 is ambitious.
      6/19/13