Replies to post #132499 on Intel Corp (INTC)

[ibc]

Otellini made some claims in late 2012:
http://seekingalpha.com/article/1057801-intel-otellini-thinks-they-have-already-won

Otellini:
We did High K four years ago at 45(nm), ah.. people are barely figuring that out today. Trigate? We are on our second generation no one has figured that out, they aren't going to figure that out.

...
I think Samsung will be across the chasm as a survivor, certainly in memory, maybe in logic. The rest of it is subject to these transitions of EUV and wafer scale. When fabs cost $10 billion, which they will, it takes $20 billion to fill them at 50% margin, who's got that kind of revenue?


Time will tell as you say...