Intc has no competition. This year holiday shopping
season there are a lot notebook sold. From $400-$800 notebook. INTC takes 15-20% revenue. MSFT gets around 10%.
All others make a lot of less money.
HD used to be very low margin. Even WD announced
they will have better than expected Q. What does it mean ?
That means volume is really high(this further prove
PC, notebook sales are really really strong).
The weak US dollar also will help INTC quite a lot.
These days Chinese are rich. They can afford to buy
more and more high-end computers/notebooks.