Alex Vallecillo
Alex Vallecillo
avenues computer create extent growth hard large limited microsoft outlook paddling personal side
The growth outlook for Microsoft is very muted. To a large extent it's unexciting. They've been paddling really hard to create new avenues of growth but they're limited by the personal computer side of their business.
chance current good guide intel reflected
There's a good chance that Intel will have to guide down on revenues. Seasonality is not being reflected in current estimates.
biggest pain problem reluctant
The biggest problem is that you have reluctant sellers. There has not been enough pain yet.
bigger change chunk fighting government likely microsoft people pie size
This doesn't change the size of the pie that people are fighting for. It just makes it more likely that Microsoft will get a bigger chunk of it without the government interfering.