Builds are clearly strong in the cell phone, consumer and PC sectors right now. We'll have to see whether the end demand will support it in the coming months. |
Intel has to admit how badly they are doing for them to be able to fix it. Intel has some big issues with culture, issues they need to address. |
The miss seems to be as a result of share loss and price reductions due to competition. Intel is going to lower prices to regain share. |
There's nothing Intel can really do until the second half of this year to stem material share loss. |