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Intel Corporation Message Board

  • intc_inside intc_inside Nov 26, 2011 12:33 PM Flag

    Dumb question, but will buyback put floor over 20?

    If all heck breaks lose, will they be able to use the 14 billion to stop this thing from going under 20 again? I don't think even 14 billion can keep it over 20 if we go back into recession.

    Is there ANY way that the Europe problems are in the rear view mirror by the end of Q1 next year?

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    • WEAK !!!

    • "Yes, it's why I hold my INTC"

      [Yeah, like we believe that...]

      "Heck, ARM64 won't hit the street for over a year... but it's coming"

      [You're really excited about that possible 2 percent of the server market. Why you get excited about rounding differences nobody knows...]

      "The smartphone mkt is expected to grow big in 2012...
      a whole new generation of ARM is gonna hit the street..."

      [A whole new generation isn't going to happen until ARM solves its fabrication crisis. Don't hold your breath. That 10 percent move to 28nm isn't going to create any excitement...]

      "Same for the apps, a whole new generation of apps will be available as ARM SOCs become more capable..."

      [Yeah, those new apps that are needed since ARM won't run any of the old ones...]

      [You're out of ammo, fanboi. You just keep repeating yourself. We do, however, appreciate the opportunity to focus yet again on ARM's growing fabrication crisis...]

    • To conclude that Apple's success was due to ARM would be grossly illogical. Apple's innovation was totally separate from its use of whatever processor...

    • What a hypocrite. 2 minutes after he says "no thanks" to name-calling............he name-calls. You're a joke. That's the longest you've gone without posting here as you had no answer for your idiotic wish for QE3 to put us even FURTHER in debt. Debt YOUR president thinks will get us out of this. You little twit of a "man."

    • "I was surpised to see how well Intel did percentage wise against some of the main players."

      Yes, it's why I hold my INTC

      But it takes yrs of investment to R&D products...
      Android is just getting its legs and growing.
      Win8 hasn't hit the street.
      Heck, ARM64 won't hit the street for over a year... but it's coming

      The smartphone mkt is expected to grow big in 2012...
      a whole new generation of ARM is gonna hit the street...
      looking ahead to 2013 when ARM64 servers become available

      Same for the apps, a whole new generation of apps will be available as ARM SOCs become more capable...
      and the OSs standardize on ios, Android, and Win8...
      This will allow a far wider base to entice developers...
      Rather than have the apps fragmented among WebOS, Meego, Symbian, etc...

    • I agree it is a lot easier to have a more aggressive growth rate if you are small. That is why I was so surprised how well Intel did since it was so big. Links below.

      I am a curious sort so I wanted to see how much faster ARM companies were growing. If you include Apple, nooooooo contest.

      I compared REVENUE & PROFIT over the last 5 years with links below.

      I was surpised to see how well Intel did percentage wise against some of the main players.

      INTC,TSM,QCOM,NVDA,ARMH over the last
      5 years.
      http://ycharts.com/companies/INTC/revenues#zoom=5&compCos=TSM,QCOM,NVDA,ARMH
      % increase
      http://ycharts.com/companies/INTC/revenues#zoom=5&compCos=TSM,QCOM,NVDA,ARMH&format=indexed

      PROFITS over the last 5years
      http://ycharts.com/companies/INTC/revenues#zoom=5&compCos=TSM,QCOM,NVDA,ARMH&format=indexed

    • Posting in the WEE hours of the night again. That wasn't an isolated incident as you said they other day. You just can't ever tell the truth...look back, you post in the wee hours of the morning all the time. A liberal that lies? I'm shocked....

    • "It's alot easier to have a more aggressive growth rate when you're small..."

      ***

      Gee, then why is ARM projecting zero growth for Q4? And why are analysts projecting a drop from 21 percent growth to 14 percent growth for ARM in 2012. It looks like instead of aggressive growth, ARM is experiencing slowing growth.

      Oh, I know - they must have a fabrication problem. No wonder they are slowing down...

    • "Intel is undervalued unless its PE ratio approaches that of TSM"

      Again, which will have a higher rate of growth
      INtel or TSMC ??

      "Intel would probably like to continue into the future with the same profits and growth that they had during the early days. "

      It's alot easier to have a more aggressive growth rate when you're small...
      INtel is so big now, that many of their new products will just replace the existing ones...

      "It is hard for me to belive that "the future is bleak because Intel is poorly positioned"

      INtel is very well positioned !!
      The future is NOT bleak.
      As long as you accept that it's not a zero sum game...
      INtel had record profits along with Apple's growth with their ARM products...

      "Intel will not change because they were successful yesterday."

      As long as Microsoft only ran on x86
      it was a cash cow exclusive to INtel
      Note: AMD never had a chance !!!!!
      INtel managed to make the rules of the game
      who could build the fastest x86...

      Heck, if INtel didn't block the world out with their ridiculous x86 license
      the world would be building x86s
      You could say INtel pushed the rest of the world towards ARM...

      "Intel is probably at capacity at 32nm (assume a typo by you"

      No typo, I meant 22nm...

      "None of the power reduction has been seen by the market yet."

      correct, but INtel claims twice the speed at half the power...

    • I boil it down to an oversimplified thought.

      Assuming that:
      1. Intel has the best fab technology, Intel can chose to apply that process advantage to maximize their profits.
      2. Intel will apply their there efforts to maximize their long term profits.


      Then:
      Intel is undervalued unless its PE ratio approaches that of TSM.


      I understand there are a lot of "what if" scenarios that could impact the ultimate outcome. The only issue I am talking about is current Intel valuation today. I believe there are people at Intel who know what future products and process technology parameters exist and will make the best decision for Intel.



      "Sure... if INtel wanted to"

      This is my point. Intel has the choice. Drawing a straight line, an exponential curve, ... from historical data is OK. The future just has a way of undermining expectations.


      "It's a forumla that's worked so well,
      why would they change it ??"

      Intel would probably like to continue into the future with the same profits and growth that they had during the early days.


      It is hard for me to belive that "the future is bleak because Intel is poorly positioned and Intel will not change because they were successful yesterday."

      Intel is probably at capacity at 32nm (assume a typo by you) but 22nm has not hit the market yet. None of the 22nm fab capacity is online yet. None of the power reduction has been seen by the market yet. It will be interesting to see what it is.

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