Replies to post #133776 on Intel Corp (INTC)

[Unkwn]

I am very happy with my Apple shares I bought a year ago. The iPhone 6 will most likely be a big success. I agree though, that Apple's innovation is stuttering. I am waiting for a nice iTV perfectly integrated into Apple's ecosystem. Also more sound equipment is what I am looking after. People are paying good money for good sound.

Besides, my ARM shorts are doing very well also. Not sure if being long ARM was really a good idea, BQ. Your call about shorting TSMC makes quite some sense though. That may make sense by the end of this year or beginning of next year, when the 28 nm node gets under heavy price pressure from Global Foundries and TSMC, in addition with some mobile share loss towards Intel.

But hey, sorry, this is an Intel board.

What do you guys think of Moorefield? Will it make some inroads to smartphones? Do you think it lacks something important for that market? The BOM issue is still valid but I guess tablet prices are even more under pressure than smartphones. Some high end smartphone design win, e.g. from Lenovo or Huawei, would be great.

[Ideal_Inv]

AAPL which have dramatically outperformed INTC

Investing is, and always has been, about the future.
That's why financial disclaimers state that "Past Performance is not an indicator of future potential :)

Not throwing stones at Apple, I think you will agree that nothing earth-shattering has come out of Apple the last 2 years. That is the indication investors have to watch out for...

[chipguy]

Are you sure you want to be throwing stones at shares of AAPL which have dramatically outperformed INTC shares over pretty much any reasonable time horizon you want to look at?

I remember when Nortel was worth $350B, more than a third of the
value of the TSX, and had been growing much faster than the more
mature companies comprising the other 9 of the top 10. Nearly all
of those mature companies are still around and making more money
than ever while pensioners and bond holders fight over NT scraps
in court and only the lawyers get fully paid.

The up side of a bubble is all fun and games and feeling on top of the
world. Afterwards everyone claims the signs were obvious to them in
hindsight. :-)

Apple is on a bubble right now and that won't last.