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Intel Corporation Message Board

  • fvelezdevilla fvelezdevilla Jan 28, 2013 3:25 PM Flag

    Intel is a Buy this year and 2014

    While those who understand the semiconductor business can see the benefits to both companies of Apple moving their foundry business to Intel, there are impediments to consider. The first is that the Apple "A" chips are designed by Apple with a core processor design from ARM Holdings. This processor, from Intel's viewpoint, is a competitive product and as such is not something that they would normally want to manufacture. Intel feels that their x86 based Atom core is a better solution for mobile applications and view making ARM based chips for Apple as undermining that position. The second is the deep cooperation with Google/Motorola with the purpose of enhancing the Android operating system to work with Atom processors, in order for Google to build products that are directly competitive with the Apple smartphones and tablets.

    Sentiment: Strong Buy

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