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Intel Corporation Message Board

  • wallisweaver wallisweaver Jul 7, 2011 4:16 AM Flag

    Number Fifty-Five

    Q2 Outlook

    1.) Sandy Bridge sales-Improved.
    2.) Server sales-Improved.
    3.) PC sales-Growing by double digits this year. Corporate upgrades in place as confirmed by Lenovo.
    4.) Tablet sales-Improved.
    5.) The Chromebook with Intel Inside now on sale-Improved.
    6.) Thunderbolt sales-Improved.
    7.) SSD sales-Improved.
    8.) Data center revenues-Improved. Apple spent $1 billion on just one.
    9.) 22nm products-Now in full production. Will start to move guidance.
    10.) 3D 22nm products will be here in the early part of 2012-Will start to move guidance.
    11.) Intel's fabrication wave into 22, 14, 10 and 7nm-Will start to move guidance.
    12.) Dividend-Improved.
    13.) Prospects for smartphones-Improved. Will start to move guidance.
    14.) Japan bouncing back, driving technology revenues higher.
    15.) Apple foundry business...
    16.) iCloud. Intel is a big winner from all cloud roll-outs.
    17.) Intel continues to roll out new video collaboration.
    18.) Intel is eating up Nvidia's low-end graphics market.
    19.) Non-PC processor sales-Improved industrial, healthcare, auto, etc. processor sales
    20.) Wall Street has already priced in a humongous miss.
    21.) Sandy Bridge MacBook Air will become Apple's primary machine.
    22.) Ultra-thin laptops are the next big trend.
    23.) Mac Airs cannibalizing tablets: 1.5 million per quarter.
    24.) Smart televisions
    25.) Google TV
    26.) Comcast to Use Intel Processors for Xfinity Set-Top Boxes
    27.) The collaboration with Intel's newest purchase McAfee to implement security on a chip.
    28.) Many Integrated Core (MIC) architecture with 50 or more cores will eat more of Nvidia's lunch.
    29.) McAfee Expands Partnership with NTT
    30.) Meego lives!!!
    31.) No drop in processor prices.
    32.) The SSD market could rise to 90,000 petabytes by 2014.
    33.) 450mm wafers reduce die cost by ~50%.
    34.) Cisco's Cius Tablet to Ship Next Month.
    35.) Short interest higher.
    36.) Even larger miss now priced in.
    37.) “Improving PC demand data points” from both market research firm NPD and from PC contract manufacturers.
    38.) Mac Air sales projection revised from six million a year to EIGHT MILLION just in the third quarter.
    39.) Number of servers to double in five years.
    40.) Cloverview/Windows 8 provides a “nice one-two chip-software punch”.
    41.) Microsoft launches Office 365 in the Cloud. More servers, more servers.
    42.) Intel initiatives in Smart Grids and Smart Buildings.
    43.) AMD loses sizable market share to Intel in quarter.
    44.) Gaikai expects to double the number of its data centers in the United States and Europe, to almost 50, inside a year.
    45.) Intel targets the cars of tomorrow.
    46.) Promising new economic news with Japan starting to bounce.
    47.) Unemployment to drop
    48.) More Stimulus to come.
    49. Tablet Market first then cell phones says Intel. Tablet market is going to be huge. Asus, Acer, HP, etc.. (I got a cellphone I need a tablet)
    50.) Did some one say Trigate?
    51.) Telcos have to embrace the cloud in order to stay relevant and compete.
    52.) Google+ will require a whole new set of server farms.
    53.) Social networking continues to explode the demand for servers.
    54.) Deutsche Telekom (DT) M2M deal with Intel
    55.) Decreasing share float will drive up EPS.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Wow, suppose if MS, Appl, and Nokia make it impossible for Foolgle to be competitive with Android, that leaves PALM os which I doubt HP will share...and BTW a little known OS called Meego, owned NOW by guess who?

    • Android is under substantial attack. It looks like Google should have bid more for the Nortel patents to offer some protection.

      Oracle is seeking between $1.4 billion and $6.1 billion in a patent lawsuit against Google. Oracle only paid $7.4bil for SunM.

      Microsoft is demanding a $15 license fee from those using Android. Speculation is that MSFT wants some Win products from them too.
      http://www.theregister.co.uk/2011/07/06/motorola_samsung_patent_shakedown/

    • Reason why Nokia dropped Intel meego, is that Nokia gets $billions by aligning itself with either Google or MSFT. In this case MSFT won the bidding war. Next Nokia saves $100's of Millions in ongoing development of it own phone OS system.
      MSFT is despirate to enter the Smartphone market, after being blittzed by Appl and Android. Yes MSFT will support Win7 mobile for Tablet. Yes MSFT will port Win8 for Arm powered devices. My gusess is it will suite Nokia devices only. My guess is that for the tablet space, intel will provide Meego, free with all Tablet Atom buyers. Guess is that Meego will be compatable with X86 apps. Finally tablet will be capable of running more bussiness friendly apps. At this time Appl/Galaxy type tablet is merely a slick form of internet access device. I believe people want ore than just web mail, and brousing.
      Oh, did anyone mention Cisco is releasing a Bussiness grade Tablet, powered by an Intel Aton this month?

    • gregory.lynn@rocketmail.com gregory.lynn Jul 8, 2011 11:08 PM Flag

      Ok, let's see if there are enough additional updates to Atom SOC's based on what information is available online, and see if that makes Tri-gate become enough for Intel to outperform Arm SOC’s.

      Before the 22nm Tri-gate Atom SOC (Silvermont) arrives in 2013, there will be Medfield, the 32nm planar SOC scheduled for Q1 2012. Let's examine the 32nm Medfield to get an idea of what a 22nm SOC will be like:

      http://www.anandtech.com/show/3696/intel-unveils-moorestown-and-the-atom-z600-series-the-fastest-smartphone-processor/15

      Quote from article:

      "A 32nm shrink of Moorestown that combines Lincroft and Langwell into a single SoC. Medfield will double graphics performance, triple imaging capability (higher MP cameras) and bring full HD encode/decode (Blu-ray on my phone?). A reduction in chip count will mean even smaller form factors, while the move to a single 32nm SoC (rather than 45nm + 65nm) should give us longer battery life for idle, video and web browsing. Things like talk time are more a function of the modem than anything else. When you’re on a call the majority of Intel’s components are almost completely powered down, it’s just the modem and its friends that are sipping power."

      The graphics are pretty awesome, however since Medfield never made it into a smart phone, nobody ever knew. My guess is that the HD encode/decode is to enable HD video calls requiring high speed compression. Nobody beats Intel at video encoding, period.

      Keep in mind that Medfield graphics is supposed to be 2x performance of Moorestown, now watch Moorestown in action:

      http://www.umpcportal.com/2010/09/power-vr-sgx-intel-gma600-demonstrated-at-idf/

      The 3D performance by Moorestown in that video is 1/2 the performance of Medfield, and even that looked stunning.

      Here’s some head to head performance benchmark results, Pine Trail vs Cortex A8 and the Apple A4. The Atom N450 Pine Trail destroys them, hands down. Remember, Moorestown was not benchmarked, and Medfield is 2x Moorestown performance:

      http://www.anandtech.com/show/3696/intel-unveils-moorestown-and-the-atom-z600-series-the-fastest-smartphone-processor/14

      To be fair, the author did mention that Moorestown would end up somewhere between the Arm SOC's and the N450. I'm not sure exactly where that puts Medfield, but to be conservative let's say Medfield only outperforms Pine Trail by 5% to 10%, still very good compared to Arm SOC's.

      Now, here are some actual Moorestown benchmarks from Anandtech, even though the compared devices are not on the same O/S, you get the idea:

      http://www.anandtech.com/show/3921/moorestown-preview-openpeak-tablet-7-benchmarked-and-impressions

      What is not clear from these benchmarks is battery life for Medfield.

      To compare, here’s Nvidia showing off Kal-El and how great it can run a cut scene from a game, I'm not impressed:

      http://www.nordichardware.com/news/69-cpu-chipset/43349-nvidia-kal-el-runs-lost-planet-2-on-android-tablet.html

    • You know we already have enough AMD and Nvidia shills on this board.

      We don't really need an ARM shill in addition.

      Try out the ARM board, why don't you...

    • Poor Wally, same tired nonsense.

      Nice dip this morning off the overbght charts. Technicals matter more than your list.

    • You'll find the Intel camp agreeing with you and everyone else agreeing with me.
      ------------------------

      your arrogance and stupidity is on display.

      -----

      :) Like I have said several times now, when you do the maths tri-gate (alone) is not enough for Intel to be competitive with the ARM A class processors.

      Expanding the argument out somewhat, perhaps you could explain why Nokia dropped Intel? Why Microsoft is supporting ARM? Both firms had access to Intel chip samples and internal road maps...

    • You'll find the Intel camp agreeing with you and everyone else agreeing with me.
      ------------------------

      your arrogance and stupidity is on display.

    • Q2 Outlook

      1.) Sandy Bridge sales-Improved.
      2.) Server sales-Improved.
      3.) PC sales-Growing by double digits this year. Corporate upgrades in place as confirmed by Lenovo.
      4.) Tablet sales-Improved.
      5.) The Chromebook with Intel Inside now on sale-Improved.
      6.) Thunderbolt sales-Improved.
      7.) SSD sales-Improved.
      8.) Data center revenues-Improved. Apple spent $1 billion on just one.
      9.) 22nm products-Now in full production. Will start to move guidance.
      10.) 3D 22nm products will be here in the early part of 2012-Will start to move guidance.
      11.) Intel's fabrication wave into 22, 14, 10 and 7nm-Will start to move guidance.
      12.) Dividend-Improved.
      13.) Prospects for smartphones-Improved. Will start to move guidance.
      14.) Japan bouncing back, driving technology revenues higher.
      15.) Apple foundry business...
      16.) iCloud. Intel is a big winner from all cloud roll-outs.
      17.) Intel continues to roll out new video collaboration.
      18.) Intel is eating up Nvidia's low-end graphics market.
      19.) Non-PC processor sales-Improved industrial, healthcare, auto, etc. processor sales
      20.) Wall Street has already priced in a humongous miss.
      21.) Sandy Bridge MacBook Air will become Apple's primary machine.
      22.) Ultra-thin laptops are the next big trend.
      23.) Mac Airs cannibalizing tablets: 1.5 million per quarter.
      24.) Smart televisions
      25.) Google TV
      26.) Comcast to Use Intel Processors for Xfinity Set-Top Boxes
      27.) The collaboration with Intel's newest purchase McAfee to implement security on a chip.
      28.) Many Integrated Core (MIC) architecture with 50 or more cores will eat more of Nvidia's lunch.
      29.) McAfee Expands Partnership with NTT
      30.) Meego lives!!!
      31.) No drop in processor prices.
      32.) The SSD market could rise to 90,000 petabytes by 2014.
      33.) 450mm wafers reduce die cost by ~50%.
      34.) Cisco's Cius Tablet to Ship Next Month.
      35.) Short interest higher.
      36.) Even larger miss now priced in.
      37.) “Improving PC demand data points” from both market research firm NPD and from PC contract manufacturers.
      38.) Mac Air sales projection revised from six million a year to EIGHT MILLION just in the third quarter.
      39.) Number of servers to double in five years.
      40.) Cloverview/Windows 8 provides a “nice one-two chip-software punch”.
      41.) Microsoft launches Office 365 in the Cloud. More servers, more servers.
      42.) Intel initiatives in Smart Grids and Smart Buildings.
      43.) AMD loses sizable market share to Intel in quarter.
      44.) Gaikai expects to double the number of its data centers in the United States and Europe, to almost 50, inside a year.
      45.) Intel targets the cars of tomorrow.
      46.) Promising new economic news with Japan starting to bounce.
      47.) Unemployment to drop
      48.) More Stimulus to come.
      49. Tablet Market first then cell phones says Intel. Tablet market is going to be huge. Asus, Acer, HP, etc.. (I got a cellphone I need a tablet)
      50.) Did some one say Trigate?
      51.) Telcos have to embrace the cloud in order to stay relevant and compete.
      52.) Google+ will require a whole new set of server farms.
      53.) Social networking continues to explode the demand for servers.
      54.) Deutsche Telekom (DT) M2M deal with Intel
      55.) Decreasing share float will drive up EPS.
      56.) Still no drop in processor prices. High-end Sandy Bridge release deferred for this reason.

      • 2 Replies to wallisweaver
      • Q2 Outlook

        1.) Sandy Bridge sales-Improved.
        2.) Server sales-Improved.
        3.) PC sales-Growing by double digits this year. Corporate upgrades in place as confirmed by Lenovo.
        4.) Tablet sales-Improved.
        5.) The Chromebook with Intel Inside now on sale-Improved.
        6.) Thunderbolt sales-Improved.
        7.) SSD sales-Improved.
        8.) Data center revenues-Improved. Apple spent $1 billion on just one.
        9.) 22nm products-Now in full production. Will start to move guidance.
        10.) 3D 22nm products will be here in the early part of 2012-Will start to move guidance.
        11.) Intel's fabrication wave into 22, 14, 10 and 7nm-Will start to move guidance.
        12.) Dividend-Improved.
        13.) Prospects for smartphones-Improved. Will start to move guidance.
        14.) Japan bouncing back, driving technology revenues higher.
        15.) Apple foundry business...
        16.) iCloud. Intel is a big winner from all cloud roll-outs.
        17.) Intel continues to roll out new video collaboration.
        18.) Intel is eating up Nvidia's low-end graphics market.
        19.) Non-PC processor sales-Improved industrial, healthcare, auto, etc. processor sales
        20.) Wall Street has already priced in a humongous miss.
        21.) Sandy Bridge MacBook Air will become Apple's primary machine.
        22.) Ultra-thin laptops are the next big trend.
        23.) Mac Airs cannibalizing tablets: 1.5 million per quarter.
        24.) Smart televisions
        25.) Google TV
        26.) Comcast to Use Intel Processors for Xfinity Set-Top Boxes
        27.) The collaboration with Intel's newest purchase McAfee to implement security on a chip.
        28.) Many Integrated Core (MIC) architecture with 50 or more cores will eat more of Nvidia's lunch.
        29.) McAfee Expands Partnership with NTT
        30.) Meego lives!!!
        31.) No drop in processor prices.
        32.) The SSD market could rise to 90,000 petabytes by 2014.
        33.) 450mm wafers reduce die cost by ~50%.
        34.) Cisco's Cius Tablet to Ship Next Month.
        35.) Short interest higher.
        36.) Even larger miss now priced in.
        37.) “Improving PC demand data points” from both market research firm NPD and from PC contract manufacturers.
        38.) Mac Air sales projection revised from six million a year to EIGHT MILLION just in the third quarter.
        39.) Number of servers to double in five years.
        40.) Cloverview/Windows 8 provides a “nice one-two chip-software punch”.
        41.) Microsoft launches Office 365 in the Cloud. More servers, more servers.
        42.) Intel initiatives in Smart Grids and Smart Buildings.
        43.) AMD loses sizable market share to Intel in quarter.
        44.) Gaikai expects to double the number of its data centers in the United States and Europe, to almost 50, inside a year.
        45.) Intel targets the cars of tomorrow.
        46.) Promising new economic news with Japan starting to bounce.
        47.) Unemployment to drop
        48.) More Stimulus to come.
        49. Tablet Market first then cell phones says Intel. Tablet market is going to be huge. Asus, Acer, HP, etc.. (I got a cellphone I need a tablet)
        50.) Did some one say Trigate?
        51.) Telcos have to embrace the cloud in order to stay relevant and compete.
        52.) Google+ will require a whole new set of server farms.
        53.) Social networking continues to explode the demand for servers.
        54.) Deutsche Telekom (DT) M2M deal with Intel
        55.) Decreasing share float will drive up EPS.
        56.) Still no drop in processor prices. High-end Sandy Bridge release deferred for this reason.
        57.) Intel and Micron have geared up their NAND development.

      • Possibly no.57

        Intel and Micron has geared up their NAND development,
        http://2dayblog.com/2011/04/16/intel-and-micron-announce-new-20nm-nand-flash-manufacturing-process/

        Looks like intel will leap foward with, larger capicity, smaller footprint, faster, more power efficient, NAND flash drives. Sounds like the beginning of the end for tradtional mechanical hard drives. Sound familular, IBM ditched it's hard drive division a few years ago.

        Intel are heading towards a fully funtional desktop PC, housed in a cell phone form factor.

        Doubt if AMD/ARM can get even close.

 
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