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Intel Corporation Message Board

  • wallisweaver wallisweaver Oct 2, 2012 9:45 AM Flag

    Zeroes on Wall Street

    Here are just some of the things Wall Street has valued at zero in the Intel stock price:

    1.) Intel's new tablet reference design. It has a dockable keyboard option. It represents the best blend of entertainment platform along with real computer capability. It should be a strong performer - especially in the enterprise market. How much of this is already reflected in the stock price? Zero.
    2.) Intel's smartphone strategy which continues to get traction with Intel replacing ARM chips in a major smartphone release. How much of this is already reflected in the stock price? Zero.
    2.) Intel's roll-out into the US market in 2013 when LTE capabilities are finalized. How much of this is already reflected in the stock price? Zero.
    3.) Windows 8. Yeah the reaction is muted at this point.But how much of this is reflected in the stock price? Zero. Really? Zero, Wall Street?
    4.) The arrival of new form factors with Windows 8:: hybrids, detachables. How much of this is already reflected in the stock price? Zero.
    6.) Apple has no good ARM fabrication choices. Samsung and the lawsuits and no state-of-the-art. Or TSMC and limited capacity and no state-of-the-art. At some point in 2013 this favors Intel. How much of this is already reflected in the stock price? Zero.
    7.) If Apple doesn't move to Intel, its competitors will. How much of this is already reflected in the stock price? Zero.
    8.) Intel has built for the future. ARM is relying on the past. How much of this is already reflected in the stock price? Zero.
    9.) 14nm is the tipping point. The point at which there is no compelling reason to ever use an ARM processor again. Intel 14nm will have vastly superior processing power along with greater power efficiency. How much of this is already reflected in the stock price? Zero.
    10.) The turn is happening now and will pick up speed throughout 2013. How much of this is already reflected in the stock price? Zero.
    11.) The UK variant of the Motorola RAZR M phone is powered by an Intel chip instead of a Snapdragon S4. Just the beginning of the ARM replacements with Intel. How much of this is already reflected in the stock price? Zero.
    12.) Intel price points look better and better. Recent deals show notebooks and lap tops starting in the $300-400 range. Expect real impact on ARM tablets. How much of this is already reflected in the stock price? Zero.
    13.) Fill in the blank. If you can't find something else that Wall Street hasn't valued, then you are not trying very hard...

    Sentiment: Strong Buy

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