Intel Corporation Message Board
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Intel Inside The Apple iPad? It Makes Sense!
December 1, 2012
Another rumor just hit the news wires today, courtesy of RBC Capital. I caution my readers to, of course, take any and all rumors with a grain of salt. A few weeks ago, the buzz was about Apple (AAPL) dropping Intel (INTC) chips from its iMac and MacBook Pro products. Today, the rumor is a complete 180 degree turn from that pessimistic view, claiming that Intel and Apple are in talks for an elaborate deal that would consist of the following:
Intel acts as a foundry to Apple to build its A-series of mobile processors for the popular iPhone
In return, Apple uses Intel designed-and-built chips in its iPad.Sentiment: Strong Buy
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Ashraf is 1 of the most knowledgeable Intel posters, behind me & Alexander. His article makes a lot of sense.
- 2 Replies to backbay_bstn
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Ashraf may be knowledgable about chips, but when it comes to stock picks, he's 'tarded... he was pumping AMD when it was $4 a share... Not good...
Sentiment: Strong Buy
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Ashraf is 1 of the most knowledgeable Intel posters, behind me & Alexander. His article makes a lot of sense.
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Yeah, you're a great poster. Your history shows you own about 600,000 shares of Intel (fantasy land) and you said there was a concrete floor at 25, 24, 23, 22, 21, and 20 due to the Dividend. lol.... you're a disgrace, and even you know it.
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The Burger Boy that wrote this SA article said on this very message board two days ago that "he hated to say it" but he was worried about Intel. The guy knows absolutely NOTHING and is a terrified day-trader that gets sexually aroused when he sees his articles posted on yahoo for the world to see.
- 1 Reply to att4glte
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and you know less. Now you are seeing the "big news" I was talking about several weeks back.
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Interesting article,I like the conclusion:
"Conclusion
"I have no idea if this rumor is true or not. However, with Intel moving its very highest performing processors to lower and lower power levels, thanks to a combination of a sophisticated process as well as a highly optimized design, it is likely that Intel will attack the high end tablet/convertible space with "Core" and attack the low end of the market as well as phones with the new "Atom" architecture. If true, then this sheds significant light on the fairly delayed introduction of the next generation "Bay Trail" platform based on the next-generation "Silvermont" Atom core.
Should Intel actually capture the iPad with its Atom and/or Core products while filling its fabs with Apple A-series chips for the iPhone, this could represent very real and significant upside for shares of the company".
"Additional disclosure: I'm short ARMH"Sentiment: Buy
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Intel would have to really lower the margin on its chips, but still would be much better than apple dropping Intel.
Sentiment: Strong Buy
- 2 Replies to yourwishismine
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Even if over-all margin profile drops, as long as top and bottom line grows, who cares?
Sentiment: Strong Buy
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The cost of production goes down with each die shrink, in addition 450mm wafers are coming. I expect margins will be doing fine even with price reduction, if the volume is as great as expected.
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