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Intel Corporation Message Board

  • schwartzhymie@ymail.com schwartzhymie Nov 24, 2012 4:26 PM Flag

    I would appreciate opinions about the piece on p.16 of the Current:

    Barrons.

    Sentiment: Strong Buy

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    • The article is just a summary of Ray Tiernan's blog articles. Ray is pushing the Intel foundry idea. I have not seen Tiernan articulate any depth of thinking on Intel outside splicing together the opinions of those analysts that he aggregates in his blog.

    • I think you are referring to the Ray Tiernan editorial. I subscribe to the online version and it does not have page numbers.

      Intel: Building on Otellini's Legacy
      Can the legendary chip giant rethink and retool itself for a smartphone and tablet universe?

      My comments ...
      Tiernan gives Paul Otellini credit for trigate, 56% revenue increase, 46% operating revenue increase and the agressive fab build out. I just hope that Paul's decision was not driven by health problems (him or close family member). He is well respected by the BOD and those he works with.

      Tiernan suggests that Intel's ability to shop out is fab capacity "may" be the driver to Intel success in 2013. Intel will not fab for Samsung since they have their own. Apple is the other big player and Apple will use their size to drive vendor prices down. Apple will have to offer a bigger advantage than just filling Intel fabs. Just consuming fab capacity at low margins will not benefit Intel.

      "Whether Intel's stock can rally in 2013 may hinge upon how successfully it deploys its manufacturing expertise to make chips for other companies, rather than on how well it pushes its own chips. That's a big shift in strategy—and one fraught with challenges—but it looks increasingly necessary. "

      Tiernan suggests that Intel will have to sell lots of smartphone and tablet chips for "tens of dollars" to make up for the "lost revenue" for the Intel $100 average CPU revenue. This is very complex. People are trying to determine future Intel revenue and operating profits based on what they think is going to happen to the mix of computing devices from servers through smartphones. What are the volumes of each segment, how does each segment affect other segments and what CPU is going to be in the device. IMO, Haswell is the first Intel designed from bottom up for power efficiency to take advantage of the 22nm trigate process. The Haswell core in part or whole across the device spectrum. CES 2013 will show what that means. Surprises.

      ""If the PC market falters at all, it's hard to see how you can replace that revenue—it's just not there with smartphones," says the Linley Group's principal analyst, Linley Gwennap. "

    • A well respected independent analyst once said that he wouldn't even use Barrons as fish wrap...

      Sentiment: Strong Buy

    • I think you are referring to the Ray Tiernan editorial. I subscribe to the online version and it does not have page numbers.

      Intel: Building on Otellini's Legacy
      Can the legendary chip giant rethink and retool itself for a smartphone and tablet universe?

      My comments ...
      Tiernan gives Paul Otellini credit for trigate, 56% revenue increase, 46% operating revenue increase and the agressive fab build out. I just hope that Paul's decision was not driven by health problems (him or close family member). He is well respected by the BOD and those he works with.

      Tiernan suggests that Intel's ability to shop out is fab capacity "may" be the driver to Intel success in 2013. Intel will not fab for Samsung since they have their own. Apple is the other big player and Apple will use their size to drive vendor prices down. Apple will have to offer a bigger advantage than just filling Intel fabs. Just consuming fab capacity at low margins will not benefit Intel.

      "Whether Intel's stock can rally in 2013 may hinge upon how successfully it deploys its manufacturing expertise to make chips for other companies, rather than on how well it pushes its own chips. That's a big shift in strategy—and one fraught with challenges—but it looks increasingly necessary. "

      Tiernan suggests that Intel will have to sell lots of smartphone and tablet chips for "tens of dollars" to make up for the "lost revenue" for the Intel $100 average CPU revenue. This is very complex. People are trying to determine future Intel revenue and operating profits based on what they think is going to happen to the mix of computing devices from servers through smartphones. What are the volumes of each segment, how does each segment affect other segments and what CPU is going to be in the device. IMO, Haswell is the first Intel designed from bottom up for power efficiency to take advantage of the 22nm trigate process. The Haswell core in part or whole across the device spectrum. CES 2013 will show what that means. Surprises.

      ""If the PC market falters at all, it's hard to see how you can replace that revenue—it's just not there with smartphones," says the Linley Group's principal analyst, Linley Gwennap. "

    • I think you are referring to the Ray Tiernan editorial. I subscribe to the online version and it does not have page numbers.

      Intel: Building on Otellini's Legacy
      Can the legendary chip giant rethink and retool itself for a smartphone and tablet universe?

      My comments ...
      Tiernan gives Paul Otellini credit for trigate, 56% revenue increase, 46% operating revenue increase and the agressive fab build out. I just hope that Paul's decision was not driven by health problems (him or close family member). He is well respected by the BOD and those he works with.

      Tiernan suggests that Intel's ability to shop out is fab capacity "may" be the driver to Intel success in 2013. Intel will not fab for Samsung since they have their own. Apple is the other big player and Apple will use their size to drive vendor prices down. Apple will have to offer a bigger advantage than just filling Intel fabs. Just consuming fab capacity at low margins will not benefit Intel.

      "Whether Intel's stock can rally in 2013 may hinge upon how successfully it deploys its manufacturing expertise to make chips for other companies, rather than on how well it pushes its own chips. That's a big shift in strategy—and one fraught with challenges—but it looks increasingly necessary. "

      Tiernan suggests that Intel will have to sell lots of smartphone and tablet chips for "tens of dollars" to make up for the "lost revenue" for the Intel $100 average CPU revenue. This is very complex. People are trying to determine future Intel revenue and operating profits based on what they think is going to happen to the mix of computing devices from servers through smartphones. What are the volumes of each segment, how does each segment affect other segments and what CPU is going to be in the device. IMO, Haswell is the first Intel designed from bottom up for power efficiency to take advantage of the 22nm trigate process. The Haswell core in part or whole across the device spectrum. CES 2013 will show what that means. Surprises.

      ""If the PC market falters at all, it's hard to see how you can replace that revenue—it's just not there with smartphones," says the Linley Group's principal analyst, Linley Gwennap. "

    • I think you are referring to the Ray Tiernan editorial. I subscribe to the online version and it does not have page numbers.

      Intel: Building on Otellini's Legacy
      Can the legendary chip giant rethink and retool itself for a smartphone and tablet universe?

      My comments ...
      Tiernan gives Paul Otellini credit for trigate, 56% revenue increase, 46% operating revenue increase and the agressive fab build out. I just hope that Paul's decision was not driven by health problems (him or close family member). He is well respected by the BOD and those he works with.

      Tiernan suggests that Intel's ability to shop out is fab capacity "may" be the driver to Intel success in 2013. Intel will not fab for Samsung since they have their own. Apple is the other big player and Apple will use their size to drive vendor prices down. Apple will have to offer a bigger advantage than just filling Intel fabs. Just consuming fab capacity at low margins will not benefit Intel.

      "Whether Intel's stock can rally in 2013 may hinge upon how successfully it deploys its manufacturing expertise to make chips for other companies, rather than on how well it pushes its own chips. That's a big shift in strategy—and one fraught with challenges—but it looks increasingly necessary. "

      Tiernan suggests that Intel will have to sell lots of smartphone and tablet chips for "tens of dollars" to make up for the "lost revenue" for the Intel $100 average CPU revenue. This is very complex. People are trying to determine future Intel revenue and operating profits based on what they think is going to happen to the mix of computing devices from servers through smartphones. What are the volumes of each segment, how does each segment affect other segments and what CPU is going to be in the device. IMO, Haswell is the first Intel designed from bottom up for power efficiency to take advantage of the 22nm trigate process. The Haswell core in part or whole across the device spectrum. CES 2013 will show what that means. Surprises.

      ""If the PC market falters at all, it's hard to see how you can replace that revenue—it's just not there with smartphones," says the Linley Group's principal analyst, Linley Gwennap. "

    • That rag still in business, that is amazing.

 
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