Investors Beware: How Microsoft's Surface Could Be A Game Changer For Intel
by Salman Marvell
With the advertising blitz coming from the upcoming Windows 8 launch, we had to consider adding Microsoft (MSFT) to our portfolio. Windows 8 is touted by many as the reason Intel (INTC) and AMD (AMD) should look forward to this quarter. Previously, we were of the same belief. Looking at the Surface RT advert, we came to the reverse conclusion. Thus we sold our Intel and AMD position, since there are no short term catalysts. This would also explain the surprisingly dismal year end outlook given by Intel in its latest report. Microsoft may be going on a limb to decimate Intel sales with the Surface RT, which is due to be launched on the 26th of October 2012. read more »
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