Huh? What? That is a bunch of boolsheet. First of all, it takes quite a long time to plan, design and release a processor. So something that was released half a year ago did not influence Intel‘s current product lineup. Second, Intel‘s long-term success is not in x86 processors. Whoever thinks that also said in 2007 that RIMs long-term success is in smartphones.
That article is so dumb that it could have been written by Ashraf.
The dumbest part: „My takeaway is that Intel stock's surge over the last 12 months was not because it bought Altera or Mobileye. It was an investors' seal of approval for Intel's healthy and growing x86 processor business.“
No, exactly the opposite is true. Investors have been rewarding Intel‘s move away from x86. Why try to guess what investors want, when analyst recommendations of the last 12 months are 100% on record and easy to find? And I mean real analysts, not some part-time bloggers like Ashraf or this guy.