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Intel Corporation Message Board

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  • marsavian marsavian Dec 15, 2011 1:04 AM Flag

    Buy signal forming

    'Additional ARM business as their capacity won't meet the demand'

    Delusional.

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    • "Additional ARM business as their capacity won't meet the demand' Delusional."

      ***

      So, you're calling the guys at Future Horizons in the UK delusional?

      Because here is what they said about capacity:

      "Zero Net New Capacity Growth For 2012 - It IS Different This Time (But No-One Believes It, Especially The Fab-Lites & OEMs!!)"

      And here are their conclusions:

      1.) Industry Fundamentals Don't Lie (Believe In Them Or Die)

      [You say they do lie and you don't believe in them.]

      2. Capacity Famine Was Instigated 3+ Years Ago (Well Before The Financial Crises - 2012's Shortages Are Inevitable)

      [Again, you don't believe it. You say they are delusional.]

      3. Recovery Dynamics Will Continue To Strengthen (2012 Could Easily Be 20%+ Growth Year … Remember 2010!)

      [If 2012 turns out to be a 20 percent demand growth year then ARMs business will run off the road and into the ditch]

      So, in spite of these people doing this as a business and having all of this research and having all of these graphs and charts and being in ARMs backyard, you pronounce their methodology inaccurate and their conclusions faulty.

      Maybe you could go through their presentation and tell us exactly where you believe they got it wrong and then tell us what body of evidence you base that on...

      http://siliconsouthwest.co.uk/wp-content/uploads/2011/12/Silicon2011-Malcolm-Penn.pdf

      • 1 Reply to wallisweaver
      • GIGO

        '3. Recovery Dynamics Will Continue To Strengthen (2012 Could Easily Be 20%+ Growth Year … Remember 2010!)'

        Like that is going to happen lol ! It's amazing how you like some BS analyst opinions and not others like the ones who spell gloom and doom for INTC ;-).

        [If 2012 turns out to be a 20 percent demand growth year then ARMs business will run off the road and into the ditch]

        No it won't because the 40nm/45nm/65nm processes are not yet obsolete. Yes a 65nm ARM processor (A8) is still more power efficient than Atom. Why do you persist in all this irrelevant tangent BS that has no relevance to INTC. Hell will freeze over first before Intel fabs any rival ARM chips, they will just point any ARM fab inquiries to Atom sales lol.

 
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