Replies to post #128330 on Intel Corp (INTC)

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The chorus on Intel's impending mobile dominance is getting muted to my ears.

- Wait for Intel's 32nm SOC process...
- Wait for Bay Trail...
- Wait for Merrifield...
- Wait for Cherry Trail...
- Wait for Broxton...

Yup.

[walbert]

I sold half my shares already, on the hope that they can at least solve the problems that they have historically been good at solving - on the process and architecture side. I'm still not convinced they know how to solve the problems on the business side.

Okay, we get it. You're the new Eeyore and everything relating to Intel is bad. Intel isn't moving on anything or doing anything or bringing anything new out and the competition is.

I hope you understand how ludicrous this sounds.

You, just like the ARM fanbois, believe that TSMC will over-perform on 20nm although you have nothing to base this on but Ash's constant assurances that "don't worry, be happy" will prevail. I mean - what could go wrong, right? There have never been any problems at previous nodes. And this one is less complicated, right?

There was nothing substantive in your post. It was all generalized "loss of faith" venting.

You might as well sell the rest of your shares and stop tormenting yourself. Then you can just sit back and marvel at the wonder of ARM's state-of-their-art planar deployment.

[flumoxed2012]

"The chorus on Intel's impending mobile dominance is getting muted to my ears. "

For me the chorus on Intel's impending doom is getting muted to my ears.
And it's quite a chorus, with solos by Aessa, and a chanting continuo from FPG, and you sometimes chime in with a falsetto libretto of your won. I love it...a new opera..."the darkness before daybreak."

I'm not surprised you guys aren't at the yahoo board spinning this garbage. There we couldn't hear you for the noise.

[fastpathguru]

FPG, I'm with you [...]

I can't take the slightest issue with anything you said, and that's saying something (about me. :)

I boil all these down to the effects of a much simpler dynamic:

Inertial reluctance of the Wintel players to do what's necessary to react to a quickly-changing market, because the transition is going to be painful, thorough, and irreversible.

ARM, Android, and IOS are, at the moment, completely orthogonal to the good-old-days of Wintel, and it's Wintel that needs to adapt.

fpg