You have heard the advice "when you must report bad news, ensure all the other bad news is arranged to be included"? Clear the decks so next quarter is better.
30% better CPU sure can be worth double. Intel has used the force multiplier ("the whole PC is 30% better because of the CPU") to claim value, since .. well pretty much always. Will the OEMs start pushing back on after 40 years? Popcorn required.
Dude spot on the ASP decline. Love your analysis. One minor nit: “I am convinced the Dell leak happened to pressure Intel publicly on pricing.” Large public companies do not do this on purpose. All their efforts are spent on trying to look at least like they are moderately exciting. They don’t have time and certainly the stomach for mind games
You have heard the advice "when you must report bad news, ensure all the other bad news is arranged to be included"? Clear the decks so next quarter is better.
30% better CPU sure can be worth double. Intel has used the force multiplier ("the whole PC is 30% better because of the CPU") to claim value, since .. well pretty much always. Will the OEMs start pushing back on after 40 years? Popcorn required.
Yes kitchen sinking.
Fair counter on the 30% better worth double thing. Thanks a lot for the feedback. Will keep this in mind for future INTC writings.
Dude spot on the ASP decline. Love your analysis. One minor nit: “I am convinced the Dell leak happened to pressure Intel publicly on pricing.” Large public companies do not do this on purpose. All their efforts are spent on trying to look at least like they are moderately exciting. They don’t have time and certainly the stomach for mind games
Thanks for the feedback! I will try to be less conspiratorial in the future haha.
*executing