"We expect to hear what their expectations are for the IT market and the server market, which is very margin-accreted — and when we can expect that [server market] to come back."
As to the impact of possible antitrust fines imposed by the EU, Freedman has no fear "for a company of Intel's size."
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Instead, he says, "people might focus on what business processes the EU is looking for Intel to change."
And even then, he says, "these changes will be more material to impact AMD," Intel's smaller rival. "Whether the US is going to follow suit" and impose similar process changes "is of more interest to the investor."
Freedman has "Buy" ratings on Intel and AMD .
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Disclosure information was not available for Freedman or his company.