You're getting very boring. Need to come up with a new, better argument. Last quarter is history. What about next quarter, and the one after that? Any thoughts?
When posting facts that Intel lost $929M in mobile.
with facts that Intel using $1B in contra revenue to bribe customers.
Apparently, Intel losing $1B a Q has stumped the board
It is simply how the Intel business model works.
Intel shrinks chips making them better and cheaper. It sells same to all who want it.
It allows for smaller players to enter the PC game and now it will do the same in Tablets and phones.
ASPs for Apple will go down massively as it takes on the stampeding herd of Phone makers from Asia.
The technical condition of the major indexes improved after three consecutive sessions of gains. The S&P 500 recouped 1840, a support level from where the index broke down last week. The RSIs of both the NASDAQ and Russell 2000 show a positive divergence from price levels during the past two weeks, suggesting stocks may have reached an intermediate term low. With that said, both the NASDAQ and the Russell 2000 are still in their downtrend started in early March. Eearnings season is still young so look to earnings to set stocks' next move.
"future looks very good. Dork."
OK Dork, how much will Intel mobile lose this Q ?
Dork, how much will Intel bribe, uh subsidize, mobile this Q.?
"All his postings produce about the same outcome "
Intel mobile losing $929M in mobile !!!!!!!!!!!!!!!!!!!!!!!!!!!!
Yeah and the Cubs will win the World Series this year.
Little start ups do great in software.
However, since it takes 5 billion to build a new Fab and it will take 10 billion to do so in just three years, little start ups are not in this game with Intel, Samsung, and Intel. Yeah soon a new Jet Builder will start in your garage and compete against Boeing and Airbus? NO--of course not.
Cost of entry is what you seem to not understand or are at least ignoring with your defense of Arm based chips.
Then there is the problem of shrinking to 14nm and then 10nm CPUs which Intel is the only company in the world likely to be there.
Intel is not going up based upon the current numbers. It is going up based upon the fact that the nimnuts at the institutions are starting to see my point.
"Hey idiot, there was a time when an IBM 360 mainframe was more powerful than a PC."
PC didn't need $1B in bribes, uh subsidies
"Apple, a little start-up company in N. California, sold a PC board in a baggie with which you could play pong."
Apple didn't need $1B in bribes, uh subsidies
"History and idiots repeat themselves."
Intel mobile will lose another $1B this Q
"Intel is 2 generations ahead of ARM"s manufacturing capabilities. "
Too bad for Intel they are manufacturing sub-standard products.
Intel spent $1B in bribes, uh subsidies.
Intel lost $929M this Q to ARM.
This is just too moronic. First Q1 is the seasonally slowest quarter of the year for Intel. Second, Intel sold 5 million units in the slowest quarter with less than 10 products and only about 5 of those being 2-1s. Intel now has 90 tablet design wins and 70 (roughly 15 times more 2-1s) that the manufacturers need buy parts for and they have to commit well in advance of those products reaching retail shelves.
Only true for a very short period of time. Keep in mind that Intel is 2 generations ahead of ARM"s manufacturing capabilities. These CAPEX expenses are only significant until Intel starts pumping out large amounts of product at the expense of ARM.
I hope you're correct. Unfortunately, we have to wait till next quarter results to find out. If they do more than 15 mill units, I'll be very happy. And so will Mr. Market.