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Intel Corporation Message Board

  • amdroaddkill2010 amdroaddkill2010 Apr 21, 2012 10:49 AM Flag

    Intel to go to .8nm 18 months after .14nm.

    What happens when your chips are years ahead of others and you are the only producer of those chips?

    You make mega money.
    You I D I O T S who work at investment houses have sheeeit for brains when it comes to technology.
    Yeah sure--you do not see Intel massive profits now and so you hold your money out. You must report monthly and your jobs are based upon short term movements of the markets and that is why you missed being in Apple when it was 20 or 30. That is why big firms like where you work are never good at investing. Too much money to move with group think.

    Warren Buffet does not have those problems. He just pulls the trigger and that is why he always beats the markets.
    He bought two companies this past year and they were IBM and Intel.

    Warren likes picking companies that have an unsurmountable advantage over their competitors. The chip shrinks along with the ability to make those chips in its own flabs gives Intel that advantage.

    When Intel gets the phone chips out with .22nm size later this year, the phone makers will be lining up to use Intel in phones.
    YES--Intel will be more expensive than are ARM chips made by the likes of Qualcomm and others but the chips will be double the speed on most applications to the slow stuff made by others for phones and tablets.

    OK--ARM top end chips sell now for 25 dollars. That is junk with no major ADVANTAGE OVER OTHER MAKERS OF SAME PHONE Arm JUNK. But Intel
    Will sell the chips for 50 dollars a piece with all the add ons needed and give sellers of phones the best performance on the planet. NOW who is it that will likely need to stay on top in performance in order to sell at Premium prices?
    Does Apple come to mind? They sell their phones for over 600 dollars a piece and then comes Samsung who sells the most smart phones in the world now at 250 dollars per phone. If these two big boys want to hold their edge they must use Intel chips or like Nokia, these two big giants will be dumped by young people for the newest hot phones made by companies like Motorola.
    SO real carefully now.
    You do the math--50 dollars a phone times 100 million phones. How much is that in revenue for Intel? Yeah that is 5 billion dollars. But what if Intel sells in 400 million smart phones in a year? OK--that is 20 billion in revenue for Intel. How much is profit? About 70% so that would be 14 billion dollars in net profit added to Intel in a year just from phone chips by 2014-2015.

    I know what you are thinking. others to will shrink and so Intel does not have this advantage. NO NO NO--you are incorrect. Intel does have a huge advantage that will become obvious in 12 months and that is when the stock will explode up and you will have missed the opportunity to have bought Intel in the 20s. It will be over 100. Splits will follow.

    Oh well--you have to think on your own because no one tells you to buy Apple at 20 or Intel at 20. the reason these companies are ever so low is because the group think is that they will fail.

    Of course these .14nm chips in tablets will be devastating to Arm based designers. Intel will stomp on them like it stomped all over AMD.

    A fabless company cannot compete with Intel.
    It is the business plan of a fool to have ever thought any company ever could.

    Short ARM
    Short QUALCOMM
    Go Long INTEL and AMD.
    (AMD of course will become a secondary X86 maker for phones and shock of all shocks--be able to buy a FAB.)

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    • Samsung makes the Apple processors you duffff.
      KOREA http://en.wikipedia.org/wiki/Apple_A5

      NO--it is not in America.
      AND Intel does not make ANY CPUs in Taiwan.
      Intel has its fabs for CPUs in America, Israel, and The UK.

      Since all the people here know that is so, you have made them all laugh with you nonsense.
      ------

      Perhaps you should have looked at your own link:

      "As of December 2011, the A5 is manufactured at Samsung's Austin, Texas factory. Samsung invested $3.6 billion in a facility to produce chips other than memory chips (i.e. processors) in Austin and nearly all of that wing's output is dedicated to Apple components"

      Although some may wish it, Texas is not in Korea.

      As for the basebands, no TSMC makes them for Intel (in Taiwan).

    • just want to add you should write for semiwiki...

      Lots of crow over there...

    • How do you like your crow... ??

      "production of the A5 CPU found in the iPhone 4S and iPad 2 has shifted production to Samsung's new Austin, Texas facility. "

      "I D I O----?"

      Agree...

      http://www.dailytech.com/Samsung+Now+Making+Apples+SmartphoneTablet+Chips+in+Texas/article23537.htm

    • hector_cornholed_amders hector_cornholed_amders Apr 23, 2012 10:08 PM Flag

      Samsung makes the Apple processors you duffff.
      KOREA http://en.wikipedia.org/wiki/Apple_A5

      NO--it is not in America.
      AND Intel does not make ANY CPUs in Taiwan.
      Intel has its fabs for CPUs in America, Israel, and The UK.

      Since all the people here know that is so, you have made them all laugh with you nonsense.

      OH YEAH--Samsung is making ALL of the Apple CPUs in Korea NOW.
      Yes it plans on opening a new FAB in Texas but for now--ALL CPUs for Apple They make are made in KOREA!

      I D I O----?

      SAMSUNG has NO major fab in America.
      Last time I looked, Apple was getting busted for the near slave labor it uses in China.

    • "Samsung and Apple are in negotiations now."

      "Two giants, Apple the BIG DOG for now, and Intel--the BIGGER DOG later this decade, will hook up sooner than you think "

      "Apple DOES not make its own chips. It has them made in foundries in Taiwan. It does design them now using ARM but that is all but over."

      "Apple and Samsung jump to using Intel X86 CPUs"
      ------------------------------

      a rarity, but at the moment... I'm speechless

    • Two giants, Apple the BIG DOG for now, and Intel--the BIGGER DOG later this decade, will hook up sooner than you think and if you own QCOM or Nvda, you are screwed. Apple DOES not make its own chips. It has them made in foundries in Taiwan. It does design them now using ARM but that is all but over.
      -----

      The big problem with your posts is that they are riddled with errors.

      Apple's application processors are made in the US. Ironically, it's Intel's baseband processors that are made in Taiwan. Samsung has it's own fab(s) so it's unlikely they they'll use Intel's app processors any time soon.

    • Look you really need to sell your Nvidia stock.

      Of course, if you want to love your stock despite the information that you are well aware of, that is your prerogative and it will be to your economic pain.

      Intel is going to win massive chip sales for phones and tablets because when 2014 hits, its chips will be so superior as to make others a joke.

      Samsung and Apple are in negotiations now.
      Apple wants a foundry deal and some sort of exclusivity from Intel but Intel will not give the exclusivity.
      No matter, because Apple, as rumored today in a story from Barron's is going to use Intel in phones and Ipads. WHY? Because when you demand a premium for your devices as Apple does, you have to have the best. Apple certainly cannot do so if it has other than Intel CPUs in these devices and so there you are.

      Two giants, Apple the BIG DOG for now, and Intel--the BIGGER DOG later this decade, will hook up sooner than you think and if you own QCOM or Nvda, you are screwed. Apple DOES not make its own chips. It has them made in foundries in Taiwan. It does design them now using ARM but that is all but over.

      Can you imagine the idiots who are short Intel and the look on their faces when Apple and Samsung jump to using Intel X86 CPUs in phones and tablets? HAAA HAAA

      First the rumors--Barron's from Jeffries and then more rumors and then the announcements.
      Intel will be flying past 40 in a week after that. ARM and its fanboy users companies will be ROADKILL!

    • Sounds like the fanboi needs a nap...

    • "Yep, I don't think Apple, Samsung, and even Qualcomm have any enduring loyalty to ARMH. As Intel ratchets some more differentiation with its new Atom architecture and 22nm/14nm, you will see at least 1 or 2 of them jump ship to x86."

      REpeat:
      CAll you out on your statements:
      You've no evidence or links
      NONE !!!!

      "Its core discrete graphic market is disappearing right in front of its eyes.."

      blah blah blah
      INtel has been trying to commoditze the GPU since MMX...
      And NVidia's high-end GPU business is growing !!!!!
      This is where NVidia gets the majority of its profit

    • Yep, I don't think Apple, Samsung, and even Qualcomm have any enduring loyalty to ARMH. As Intel ratchets some more differentiation with its new Atom architecture and 22nm/14nm, you will see at least 1 or 2 of them jump ship to x86.

      nVidia will not matter in another 12 to 18 months. Its core discrete graphic market is disappearing right in front of its eyes...and it is making public statements asking Intel (who it has again publicly taunted just a year or two back as a has-been) to fab its chips!

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