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$INTC 2Q15 Q&A: Inventory mix is less driven by server and more driven by mix of Skylake on 14-nm. In 2Q15, dollars went up, but units were down more than expected. Mix of units in inventory shifted from 22-nm products to 14-nm. Within 14-nm, starting to see shift from Broadwell to Skylake. It’s a more expensive product and also the newest product.
$EXTR has been on an interesting uptrend, fundamentals kinda tricky but solid technical. Earnings 5th