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Open foundry to any company able to utilize our leading edge Silicon.
How is this statement different from Intel's existing position on foundry services? Intel has always stated they would extend foundry services for anyone willing to pay for leading edge silicon.
Cloud forms, data shines
Transistor density sprouts
Client growth blossoms
Intel Investor meeting today. So far Andy Bryant, BK and Bill Holt have presented with Stacy on deck. It's been very upbeat thus far. A little dry for the financial analysts (until Stacy) but very informative and very positive for the coming year. The quote I recall from BK is that we are finally going to 'be hitting on all cylinders in 2015'.
Stacy up now!
Divided boost to .96 cents
http://finance.yahoo.com/news/intel-announces-increase-quarterly-cash-172900169.html
iHub plants trolls on these forums sufficient to get you to pay for more than 5 ignores.
Lol, that's a new angle I hadn't thought of and could explain a lot. My working theory has been that the investment houses have their analysts troll the forums with some of these absurd theories just to get the engineers on this board to do the due diligence for them.
CEO's are executive decision makers. They need email, calendars, contacts, and reminders.
I was going to throw in Powerpoint but then realized that most CEOs probably don't put together their own slides.
Note: I'll bet that CEO keeps a laptop hidden in his desk just so he can deal with his health insurance and stock option exercises!
The difference is that adding FF technology at even smaller geometries will be even HARDER!
The difference is that adding FF
How can Intel grow faster than the market as predicted by IDC?
Maybe it's continued semantics and accounting around how mPU sales are categorized between the industry (IDC, Gartner etc) and the enterprise (Intel in this case).
I'm still not convinced that all the players are tallying all the devices in a consistent manner. For example aren't there discrepancies in how Intel categorizes Core sales into say Surface Pro 3 and whether IDC calls this a laptop (PC) or a tablet when the product is sold? Or BayTrail devices into '2 in 1s' like the T100, does IDC call this a laptop sale or a tablet sale when the end user buys it?
Any what about between IDC and Gartner themselves? Do they both categorize all the devices the same way or does it matter which one you use as a baseline for how much 'growth' we are seeing in the PC category?
I admit I haven't researched all these questions but my intuition tells me that the bean counting has become a lot more complicated than it was 3 years ago.
this certainly wasn't anticipated.
You mean it wasn't anticipated that trends (both up and down) don't follow a straight line?
From the article:
However, shipments by top brand vendors and ODMs alike continued to grow for a few months in a row prior to October as compared to a year earlier periods, indicating an acceleration of concentration of the notebook industry.
It all checked out fine. We've all decided to buy shares and tell our friends to do so as well. Can we give it a rest now?
Well that was a wild and wooly ride the past few days. I actually made some good money trading intel the past few days but take no real pride in it since I really didn't understand what was going on until after the fact. It could have just as easily went the other way on me. Oh well sometimes you just get lucky (but not often).
This would probably explain the after hours move in Intel back to 33.05. I would expect a strong open tomorrow for Intel if this guys comments have calmed the big institutions.
Nice find.
These intel sell offs based on Intersil order bookings and also that other companies (I forgot the name) reminds me of the days when Intel's stock price used to hang precipitously on the semiconductor book-to-bill ratio! The market quit watching that flawed indicator many years ago but now seems to be tuning in again.
Wow really remarkable price action in intel today! Sellers abound and virtually no buyers at any price. We may end up down 5% today! Some very large positions are being liquidated. Technical support levels have been breached and I'd say $40 is out for the year with $35 possible but also $30 is quite possible.
I picked a bad day to give up sniffing glue.
it's very odd. no real (public) news except the microsoft watch thing which has no intel inside so market may not like that. but my guess is there is some bad news that may have leaked. a late rally back to around $33 would make me think all is ok.
No one mentioned Dell or quotas so please move along. Nothing to see here.
Why would you chuckle and not just sell your position or take a short position and stand by it?
Lol...that qualifies as the 'chuckle of the day'!
I haven't compared specs completely but on the surface it looks like the Christmas you'll be able to get for $175 (FUN 2 in 1) what cost you $299 last year (Asus T100).
One feature that IS on both devices is the HDMI out port. This should be on everyone's 'must have' list since it allows one to stream ones home cable content (Netflix as well) to a flat screen display anywhere in the world. I was traveling for 6 weeks this summer and never missed a Giants game!
My AMD prediction (based on your prediction):
At least one analyst in the Q2 2015 earnings call will say: 'congratulations on the excellent quarter!'
Good post. I think you have captured the 10,000 ft. view of where we are at right now.
Thanks for todays chuckle!
Please everyone remain perfectly still. Something has stirred boreusa from his sleep. If we remain still this might pass.
Ibc been mining for nuggets all weekend and look he found something, he found something! He can rest now that the fruits of his labors have paid off!
but I figured it wouldn't hurt for me to spell it out for you.
It has been spelled out so many times for some of these guys that it is starting to hurt!
Maybe you're making your buy and hold decisions based on the long term direction of tablets and peripherals but my short term trading decisions are based on the trajectory of earnings (say the last two quarters and projections for the next three quarters).
I believe the BofA analyst has it right. Your free to disagree.
Sure. Today, it's a cumbersome...
But for investment purposes we're talking about today.
Here's another guy that just doesn't understand that all you need to do to be productive on your tablet or phone is attach an hdmi cable, usb keyboard/mouse oh and find some productivity software and storage in the cloud and away you go.
Bank of America/Merrill Lynch analysts wrote. "Indeed we see PCs stabilizing due to enterprise demand, due to a replacement cycle of the 600mn+ PCs that are 4+ years old, and due to new/attractive designs that provide superior productivity than tablets."
http://www.thestreet.com/story/12894810/1/will-this-price-target-increase-help-intel-intc-stock-today.html?puc=yahoo&cm_ven=YAHOO
Sorry, but this really is the most stupid thing you have written on this board so far.
And that's really saying something since the bar was so high!
dirt people re-vistited...well I found lots of definitions of 'dirt people' most of which were NOT derogatory, so I have no idea what definition the post was referring to but I withdraw my earlier comment since it was based on faulty assumptions.
the dirt people...really?
There but for the grace of God go I.
Yep hard for you to see.
I think we might see INTC back to $50 by later this year.
Is your optimism based on Intel announcements in the foundry business or just overall success of products based on Intel's 14nm transistors?
$50 by year end seems overly optimistic to me. Even $40 by year end will require a few significant design wins (which seems likely), continued slow growth in the PC sector (which seems possible) and no hiccups in the markets as a whole (which seems unlikely).
The future contains things that don't exist today.
That's my point.
If that was really your point then who could argue? :)
But you seem to be trying to make a different point which is that it's time to take money off the table (INTC) now because the stabilizing PC sector is due to the EOL of XP support and that tablets will continue to erode the demand for PCs (or better yet let's just label it 'more powerful compute capability').
This is also a tablet...and Toshiba states that their tablet is: Ideal for browsing, book reading and entertainment on the go!
Clearly that's all any of us will ever need.
There you go again confusing the definitions and form-factors. Just because a tablet makes for a crappier PC (than a netbook IMO) doesn't mean it can't be a truly outstanding portable content consumption device which is why I have two.
Also I agree with your statement that a docked core based Surface blurs the lines with a PC but I don't have one of those so when I have 'real work' to do I look for a PC. At least today that's how it stands in my house and that's what I think we're talking about. How will it stand in 3-5 years? I have no idea how the form-factors and device labels will evolve.
Tablets obliterated netbooks. Indeed they did.
Netbooks were crappy PCs. (I have one)
Tablets are crappier PCs. (I have two)
More than "one or two" lol!
I think you guys misinterpreted what most on this board were saying. We all recognized the significance of tablets and to a man were all disappointed that Intel was not participating in that space. In fact most felt that Intel should have owned a large percentage of the tablet space (not phones) accept for poor execution on Intel's part. As Tenchu pointed out where we disagreed was that tablets would become PC replacements or that PC's would cede share to tablets year after year.
For a moment it looked like YOU were handling the Q&A :)