Replies to post #127407 on Intel Corp (INTC)

[Andy Grave]

the ARM shops then have to try to market against better performing, significantly less expensive Intel-based products.

.....so up to and including 22nm, Intel mobile chips were not better performing (lesser in aggregate) or significantly less expensive ( actually quite a bit more expensive). Your entire thesis depends on both flipping at 14nm....and by a very large amount. Correct?

[Dmcq]

re: TSMC still has to make it, still has to make it in volume and still has to make it to 2015. None of these are assured

Because as you believe they're paying out more in dividend than they're earning and so will suddenly go poof?

Intel need to produce a much better Soc than the various rivals out there. That is what will sell if anything will.

[fastpathguru]

The ARM foundries don't have three years to get their act together. They are being crushed by their CapEx needs now and have been for years. TSMC's dividends have exceeded their free cash flow for all of the last four years.

TSMC has more cash than Intel, better net margin than Intel, growing net income (vs. Intel's falling net income), far less debt...

I don't see the sky falling for TSMC like you seem to.

As for TSMC merely "making it to 2015"? Again... Don't see a problem.

fpg