Intel Analyst Day - More Capex-Less Losses- PCs Slow/Stabilizing- More M&A?
November 20, 2015
Like other semi stocks we could see a relief rally as the analyst day is likely to be better than previous news flow- Not much new to tell. Most all of the bad news has been wrung out of the stock- 10nm delays, slowing PCs, tablet losses- the bar has been reset on most issues to "beatable levels".
- Likely Positive Tone out of Intel's Analyst Day
- Capex likely up sharply due to 10nm, Dalian & XPoint
- Less negative news out of PCs & Tablet Losses
- Less bad news means better stock price
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