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Intel Corporation Message Board

  • amdmonkey5 amdmonkey5 Nov 20, 2012 8:42 PM Flag

    Idiots sell on Good News.

    "After almost 40 years at Intel, and the Intel CEO job for eight years, which is a really hard job, [Otellini] felt it was time to move to the next generation of leadership," Bryant said in the report. "We do have big issues in front of us, moving to the tablet and phone markets, and he was ready to let the next generation lead those battles."

    Otellini already has helped Intel break into the smartphone and tablet space, having brought to market Intel's low-power Atom Medfield and Clover Trail chips, which are optimized for mobile devices. Still, the chip maker faces an uphill battle against U.K.-based chip licensor ARM, whose processor architectures are already used in 90 percent of the smartphones and tablets on the market today.

    Despite Otellini's departure, Bryant said getting into the mobile market will remain a top priority for Intel.

    "We're shipping the most advanced [semiconductor] process, and providing chips in smartphones outside the U.S., and in tablets inside the U.S.," he told Barron's, continuing: "We’re pretty comfortable with where we are technically."

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    • Is that what you want ?- anybody can make ARM chips and #$%$ margins away -
      no big deal...
      just to get Apple business overall margins are declining significantly...
      and as you can see TSMC is getting an UPGRADE though margins are declining.
      Intel made tons $ riding "mobility" with servers - did it matter to analysts?
      No - because it's not ARM -

      .
      Apple orders seen squeezing TSMC’s gross margins
      By semi_equip_junkie . Oct 26, 2012 2:57 PM . Permalink

      My guess both Apple and TSMC split the margin pressure - nowadays there is no easy switching from one foundry to the other.
      Samsung might be glad getting rid of Apple - Apple served Samsung's needs by making Samsung a serious competitor and building capacity.
      Samsung will have no problem filling capacity - if necessary with captive production.

      Apple orders seen squeezing TSMC’s gross margins
      October 25, 2012, 11:02 PM

      Barclays Capital upgraded Taiwan Semiconductor Manufacturing Co. TSM +1.20% TW:2330 +2.95% to overweight from equal weight Friday, saying that short-term cyclical concerns were already priced in and that it will maintain its global leadership in metal castings on expected orders from Apple in the first quarter of 2014.
      metal castings = that happens when a Komputa translates

      TW:2330

      But the brokerage said a lower gross margin of 35%-40% on Apple’s AAPL -2.81% orders would drag on TSMC’s estimated gross margins of 40%-45% for 2014-2015.

 
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