You can read my appraisal of Intel at Seeking Alpha:
Intel Q1 was a Dinosaur Egg
You can also see my notes on the Intel Q1 2015 analyst conference.
It's interesting how at Seeking Alpha my most profitable articles tend to get ignored, but if I write about a company like Intel I get far more page views (Seeking Alpha pays me by the page view). Just for instance, anyone who has been following my series on Dot Hill (See my main Dot Hill page for links) and taken a chance buying HILL has done far better than anyone who has invested in Intel (INTC) lately. Of course, I do a lot of educated guessing, so I do guess wrong once in a while. So be careful, think for yourself, and