You get way too much #$%$ from the bashers/haters, so I'm going to buck the trend and point out that your posts are informative, enjoyable, and consistent. Thank you.
Like this post if you like wallisweaver's posts.
Here's how he reacted to the ridiculous "PC is dead" mumbo jumbo #$%$ by some ANALysts.
Barret said to Bloomberg:
"Goodness gracious, let's get off of this "the PC is dead".
I was around with Intel for 35 years and I went through probably 6 or 7 iterations of the "PC is dead".
You showed earlier in the program the great margins Intel's been running. There revenue grew nicely under Paul's stewardship. I don't see any of that stopping and I don't think the PC or the Ultrabook or any other form of computing that Intel is involved in is dead. They'll build off of that, they'll get into smartphones in a bigger way and into the ultramobile in a bigger way. That's where they've been putting their investment in the last several years. "
It's much wiser to listen to this great Intel veteran rather than the bunch of clowns that call themselves analysts.
Sentiment: Strong Buy
He's a putz that pumps Intel at any price and bashes ARM at any price. ARM's up 100 percent since he called them out last year, Intel down 30 percent since he pumped them last year. LOL! Man's a nutcase. Floods the board with a million aliases to pump Intel and is eaten alive with the need to control a stupid message board. Make sure to point and laugh at him as you walk by.
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Keep up the good work you do here. I know you're criticized a lot for pointing out the ARM bubble, but it really is relevant as ARM's future success is predicated on Intel failure/market share loss.
BTW, did you see RAX today? That's what I think ARM will be doing by the end of 2013.
A college kid ten times more mature/more of a man than Wallisweaver will ever be...........sad.
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Intel's "Haswell" chip is now shipping to major PC makers, a source close to the company told CNET today.
Intel's fourth-generation core, aka Haswell, is "shipping to customers now and will launch later this quarter," the source said.
Intel is expected to make a statement to this effect at the IDF Beijing conference next week.
[Ah, seems that I missed IDF Beijing next week. That's great news. We should get some nice updates and an excellent lead-in to earnings. Now I see why analysts were pulling out all the stops to try to hammer Intel before IDF starts...]
[IDF Beijing starts next Wednesday which would be Tuesday night in the US. And then earnings will be the following Tuesday. And then not long after that Haswell will arrive. And then Bay Trail. And then Airmont. The end of the ARM era is upon us....]
All the hype about arm penetrating the microserver market is pure B S. a57 is meant for 16nm finFET, which tsmc has already stated won't be available until 2016 at the earliest. Without 64-bit machines, arm is going nowhere. In 3 years, Intel's Atom-based microservers will be industry standard and by 2016, Intel will be using 10nm technology...forget about it!
Of course in the medium to long term I would be extremely worried about Haswell, Bay Trail, Airmont and Intel's 14nm FinFET production coming on line.
But there are some short term possibilities that I would be worried about headed into earnings. My biggest worry would be the big Intel announcement designed to coincide with earnings and Otellini's departure.
It seems fairly likely that Intel would like Otellini's last conference call to be a pleasant and uplifting experience. As such it would also seem likely that Intel would have planned one or more things to ensure that this will happen. Therefore I think the biggest worry for Intel shorts is that Intel has some big announcements that they have held back, just for earnings and just for Otellini. Otellini is a pretty feisty guy and I think he would like an opportunity to put a stick in the eye of some of the dogpuke analysts that have done their level best to make each and every Intel conference call a miserable experience.
So, what are the possibilities? The most obvious would be the Cisco deal. Everyone thinks it's happening but we haven't had any formal announcement. I'd be mildly surprised if we don't get confirmation of the Cisco deal on Tuesday.
The second most obvious possibility would be the foundry deal involving the major mobility player that was mentioned by one of the Intel managers recently. This could be a pretty big deal depending on who it is.
Next up would be some sort of deal with Apple, either foundry or iWatch. Any sort of deal with Apple would be huge and would crush shorts into a 14nm size packet.
And a fairly solid possibility would be a formally announced start date for the web TV project.
Or a combination thereof.
The danger for shorts I think is to assume that this is just another conference call and that Otellini's departure will have no effect on it. Big, huge honking downside for shorts if they are wrong on this assumption.
Perhaps the board would like to weigh in...
A truely clueless individual trying to get some attention by jumping on the James Covello camp.
I didn't even bother reading the whole thing, it was so dumb.
Sentiment: Strong Buy