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Intel Corporation Message Board

  • wallisweaver wallisweaver Feb 1, 2013 5:18 PM Flag

    How Apple Gets Back in the Game

    With Apple stock having dropped from 700 to 453 in the last four months, Apple needs to get seriously back in the game. The product line is showing its age and innovations are getting fewer and further between. Samsung and Android just keep ringing Apple's bell.

    But there's an easy way with minimal risk to fix all of this. Apple just needs to do the two-step with Intel:

    Step One: The iWatch

    Bring out the iWatch in partnership with Intel. This from the Chinese web site originally reporting that an Apple/Intel iWatch development was in process:

    "From the supply chain news that Apple is building a Bluetooth smart watches, responsible for the design by Intel, is expected to be listed in the first half of next year. Supply chain, said Intel is designed for Apple Bluetooth smart watches, this product is RiTdisplay 1.5-inch OLED screen, other aspects of the supply chain, with a rhenium ocean of OGS encore indium tin oxide transparent conductive (ITO) glass."

    From PCMag: Report: Apple, Intel Working on Smartwatch for 2013

    Step Two: Convert the rest of the product line to Intel's advanced fabrication

    Apple only has two choices in fabrication and both are flawed.

    Samsung would be the logical choice if they didn't compete with their customers and if they had a clear path to 14/16nm FinFET. They do and they don't. Samsung and Apple are getting a divorce. Rule Samsung out.

    TSMC would be a logical choice except for four reasons. First is that they don't have the capital that Samsung does and will therefore have trouble staying in the massive CapEx game in the future. Second is that they have struggled with ramping even 28nm production. Third is that they don't have a clear path to 14/16nm FinFET. And fourth is that there is significant uncertainty that they will be able to meet Apple's massive demand.

    Intel has none of these problems and their fabrication roadmap extends far into the sunset while ARMs fabrication roadmap ends right after 20nm Street. Apple desperately needs something to distinguish its products from the rest of the ARM world. Intel has the technology to deliver this.

    Conclusion

    It would be the Oregon/Arizona Two-Step rather than the Texas Two-Step but it would put Apple squarely back in the game and take their stock price over $1000 while pushing Intel's over 40. Win-Win...

    Sentiment: Strong Buy

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    • This can all happen if Intel have a better product. Apple vs Samsung, samsung can pretty much raise price on the chips if they want. Samsung can say,manufacturing problem with the chips and iPhone 6 can be delay. So of course Apple wants Intel if only if it make sense.. JIMO

 
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