Intel Corp (INTC)

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wbmw re: Broadwell,

And then as, if I think about Q4 I think we have a couple of tailwinds, so I’d expect the volume to be up some. We should get some good news associated with startup cost, and then the offset in Q4 is going to be, we should be well into the build of Broadwell. So during the build on the prequalification material, so my sense is we’ll have an increase in inventory write-offs in the fourth quarter and that’ll offset some of those good news.

Intel will be building its first 14nm parts in high volume while TSMC's customers will not even be at this stage in their 20nm builds until Q1 2014.

I wonder if that guy at Motley Fool has any clue at all...?