glowzi
06-03 02:22

$Intel(INTC)$ What I find most interesting is how the stock used to move on headlines: Apple as a customer, Nvidia backing, government support, the Terafab deal, etc. The real takeaway from Lip-Bu's presentation is that revenue and earnings are happening now. To me, this is as exciting as any of the future deals. Q2 is going to beat on both top and bottom lines, and guidance will be raised significantly for next quarter, this year, and next year. After seeing earnings from Dell, HP, and their customers, people are going to regret not buying more Intel shares before (yes, before) they really take off. The run-up so far this year is just a preview.

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