When Intel hits 30 before Christmas, will you be shocked?
Yes of course you will be. This stock has been dead in the water for over a decade now and a move to 30 would be something unseen by most Intel stock follower both long and short.
Funny thing about stocks though. When they move for a reason or even for no reason, they tend to keep moving that way.
The sediment on Intel shares has been apocalyptic negative for years and it had reached a completely insane level of gloom just weeks ago. Here is what we heard and read. Intel will never ever get into tablets or phones. Intel has lost Nokia and now NOOOOO phone makers will ever want to use Intel chips in phones. Microsoft was going to use ARM based chips full tilt and thus Intel would lose market share to others even in Computers.
Is this pretty much what you have heard for a long long time now? YES? yes Well what is it with the idiots writing this stuff and the analysts saying this stuff? I think they really believe it. It is what I call the new is always better syndrome. Apple, a great company, made people believe there was a new game in town and that Microsoft and Intel were the old horses who were being place out to pasture.
BUT--every one of these negative looks on Intel have to in the end be based upon chip performance and pricing. If Intel makes a better chip, it will of course rip the heart out of others who make chips. Arm based chips will go the way of the 8 track player and be a distant memory.
Intel has the chips coming. The Tri-gate thing is real. The power consumption of Intel chips will beat Arm based chips in tests and crush them in performance. Not only that, but the majority of phones in America run on Android from Google and google just decided to go in with Intel and make android will be best using Intel chips. The phone makers will of course go to Intel for its CPUs.
When the net profits hit 4 billion net in a quarter, will you be shocked? When it goes to 5 then 6 then 7 billion net in a quarter will you be shocked? Phones will do that you know. More servers sold. More video on phones using Intel CPUs.
Apple phones will use Intel in 12 months.
When Intel hits 80 will you be shocked?
YES--but if you are long, you will be happy. Shorts will be ROADKILL!
Goodbye Wintel, Hello Gootel: Android Phones Expand To Use Intel Chips By Ian Paul, PCWorld Sep 14, 2011 10:00 AM
Goodbye Wintel, Hello GootelIf you buy an Android smartphone in 2012, there's a good chance it will be packing an Intel chip instead of an ARM-based processor as current Android devices do.
Google and Intel recently announced that future versions of the Android mobile operating system will be optimized to run on Intel's x86 chip architecture. Intel is betting that a blessing from Google will convince manufacturers to use Intel's new Atom-based Medfield system-on-a-chip (SoC) in upcoming Android smartphones.
So what does all this mean to you?
Will You Want an Intel-Based Android Phone? Intel's Medfield SoC promises to make your next mobile device speedy and responsive, have fast graphics capabilities, and long battery life, according to the company. But corporate promises can often be far removed from reality. Intel's previous Moorestown mobile chips failed to gain traction with smartphone makers because they were seen as battery killers that sucked up too much power.
The company hoped a Moorestown phone would show up in early 2011, but nine months into the year and an Intel-powered phone has yet to show up on store shelves. Critics also point to a cancelled project with LG and a difficult alliance with Nokia on the MeeGo mobile platform,, as part of Intel's failure to get into smartphones.
But, now that Intel is teaming up with Google to tailor Android to x86 specifications, the chip maker's smartphone fortunes may change. Intel was able to dominate the PC market thanks to its so-called Wintel alliance with Microsoft.
The chip maker is hoping a Gootel alliance might help it do something similar in the smartphone market. Just as Microsoft's Windows OS ruled the desktop PC, Google's Android is the current king of the smartphone market, with 40 percent of U.S. smartphones sold and numbers growing rapidly in other countries.
The Good News Combining Android's massive popularity with the largest chip maker in the world could be a big win for everyday smartphone shoppers, especially if Google's Motorola acquisition gets government approval. Google would then own an Android device maker that could work closely with Intel on future versions of Android to further optimize Android devices packing Intel chips for speed, battery life and better graphics.
Then there's the smartphone's price tag. Although carrier subsidies bring down device costs to around $200, out-of-contract smartphones cost about $600 to $700. Could Android phone pricing be driven down thanks to the combination of Android's popularity and Intel's massive chip-making capabilities? "It's a possibility," says Gartner analyst Michael Gartenberg. "Sometimes these strategic partnerships lead to major breakthroughs, and sometimes they go nowhere." (Gartenberg is also a columnist for PC World's sister publication, Computerworld).
There are still a lot of unanswered questions about the new Google-Intel partnership, but we should get an idea about where the Gootel partnership is headed in early 2012, when the first Android devices with Intel chips are expected to launch.