Intel's (INTC -0.7%) strong quarter and hefty capital spending plan for 2011 lifts semiconductor...


Intel's (INTC -0.7%) strong quarter and hefty capital spending plan for 2011 lifts semiconductor stocks - NVLS +12%, AMAT +6.3%, KLAC +6.2% - nearly everyone except Intel. Three things are hampering Intel today, Dave Kansas writes: momentum of late 2010 doesn't seem to have legs, falling chip prices, and Intel's future role in a world of the declining PC.

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