Intel Earnings Call

1) Intel 2010 annual earnings call.  Revenue was 43.6 Billion up 24% from 2009. Net income was 11.7 Billion.  NPAT was 26%.  Biggest year ever for Intel.  Gross Margin 66%.
Capital spending expected to be 9 Billion for 2011.  They will use a four fab strategy rather than traditional 3.
http://www.eetimes.com/electronics-news/4212191/Intel-beats-estimates-on-record-sales

PC Mag
Server demand is driving sales.  As the more smart devices come online, the data demanded from the cloud increases.  15 Billion new devices expected. At 6 billion people this is not possible.

Last year there was 245 exabytes of data transfered. More then all the previous years in history combined.  In five years that number should grow to 10,000 exabytes.  Kilo - Giga - Tera - Peta - Exa.  Next comes Zeta.
Windows 7 refresh is only 1/2 way over.

Sandy Bridges for Desktop, Expected 30% of revenue.

1 million PCs shipped / day.

Atom for smart phones / desktop.  37 Million shipped last year
391 Million in 2010 for Atom.
MeeGo will be released in 2H 2011.

http://www.pcmag.com/article2/0,2817,2375713,00.asp