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  • Intel: Understanding Intel  [View article]
    Russ, I read all your analyses. partially understand them and greatly appreciate all of them. Many thanks.
    Jan 10, 2014. 12:08 PM | 3 Likes Like |Link to Comment
  • Intel: About Solid State Drives, Capacity, And Other Things  [View article]
    Russ, Really interesting and insighttful article. Thanks.
    Dec 4, 2013. 11:22 PM | Likes Like |Link to Comment
  • Intel: About Solid State Drives, Capacity, And Other Things  [View article]
    Really interesting article, Russ. Many thanks.
    Dec 4, 2013. 11:19 PM | Likes Like |Link to Comment
  • Intel Brings Out The Big Guns  [View article]
    Many thanks for your work and the insight it provides.
    Nov 15, 2013. 05:36 PM | 1 Like Like |Link to Comment
  • More on Evercore's downgrade of Intel (INTC -3.9%): Analyst Patrick Wang is worried about still-weakening PC trends, peaking chip prices, and the potential of Atom CPUs to cannibalize Core CPUs. Meanwhile, fellow Evercore analyst Rob Chira now expects PC sales to fall 10% Y/Y, worse than a prior 6%. Citi's Glen Yeung, who has cut his Q2 Intel revenue forecast to $12.61B from $12.9B (consensus is at $12.89B), says notebook production has been weak and Intel's back-end (assembly/test) supplier orders were flat to down 5% in Q2. (IDC on PC sales[View news story]
    Somebody wants to buy something or other at a lower price...guess who and what.

    Arnold, I couldn't agree with you any more than I do!
    Jul 8, 2013. 04:28 PM | Likes Like |Link to Comment
  • Intel: Yes, It Will Take Over Tablets  [View article]
    Ashraf, To label what you write as pumping is ludicrous! This word should be reserved for the completely different kind of WS analysis (or else we are left with no adequate term for what WS does and labels research) ...I'm profoundly thankful for each and every article you write. And it's a pleasure to read!
    Jun 26, 2013. 02:52 PM | 3 Likes Like |Link to Comment
  • Intel's Problem Isn't ARM, It's Qualcomm  [View article]
    Ashraf, a wonderful article. Many thanks.

    Please excuse the following remark. You are not one of the offenders! To various other SA writers. You know who you are: your use of "your" is incorrect. It should be "you're". Note the correct use here of "your". It's your use and no one else's.
    Jun 23, 2013. 02:10 PM | 2 Likes Like |Link to Comment
  • Intel: The Next Unit Of Computing - NUC  [View article]
    Russ, thanks once again.
    Jun 20, 2013. 04:58 PM | 2 Likes Like |Link to Comment
  • Intel's 14 Nanometer: Setting The Record Straight  [View article]
    Ash...another great article, thanks.
    Jun 17, 2013. 06:41 PM | 1 Like Like |Link to Comment
  • Intel: Does The Memory Business Make Sense?  [View article]
    Russ, wonderful article. Thanks.
    Jun 16, 2013. 12:00 AM | 2 Likes Like |Link to Comment
  • Intel (INTC) is reportedly encountering difficulty in signing up programming deals for its upcoming online TV service, with major media companies such as Disney (DIS), Time Warner (TWX), Viacom (VIA), News Corp (NWS) and Comcast (CMCSA) yet to sign on. Pressure from cable TV providers such as Time Warner (TWC) is one reason, as is a fear of damaging the current lucrative ecosystem that the content and service providers enjoy.  [View news story]
    banter not "banty"
    Jun 14, 2013. 03:14 PM | Likes Like |Link to Comment
  • King Intel? Not So Fast  [View article]
    Jet, sure like what you say. But the whiners have to whine, it's in their DNA. Whatever the next act, they'll find something to denigrate...and you are more than welcome to join me as a spectator. Long INTC, regrettably not enough.
    Jun 7, 2013. 02:38 PM | Likes Like |Link to Comment
  • Intel: The Big Jigsaw Puzzle  [View article]
    W0W. What a great article. Edge of my chair watching INTC.
    Jun 5, 2013. 01:43 PM | 2 Likes Like |Link to Comment
  • Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose  [View article]
    What a pleasure to read another of your articles. Thanks, and please keep it up.
    Jun 3, 2013. 12:26 PM | Likes Like |Link to Comment
  • Moore's Law Shows Intel How To Capture The Lead In Every Microprocessor Segment  [View article]
    Wonderful article, again! There is no substitute to an argument based on basics. Thanks.
    May 27, 2013. 12:28 AM | Likes Like |Link to Comment