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Intel Corporation Message Board

  • wallisweaver wallisweaver Mar 16, 2013 4:46 PM Flag

    Intel/Apple Alternatives and the Intelligence of Mr. Market

    "In other words, while Samsung may go on supplying A6 processors made using 32-nm/28-nm CMOS to Apple for some time, TSMC looks set to be the incumbent at 20-nm but it may have been made clear to the foundry that Apple is already working with Intel aiming at the 14-nm and 10-nm FinFET as a potential alternative to TSMC's 16-nm FinFET roadmap." From EETimes

    So how smart is Mr. Market:

    Nothing in the stock price for an Apple deal that could eventually result in Intel doing all of Apple's fabrication.
    Nothing in the stock price for Intel's highly profitable, cash cow deal with Altera, and the deal with Acronix.
    Nothing in the stock price for Haswell which will be arriving sooner than expected.
    Nothing in the stock price for Intel 14nm FinFET arriving at the end of the year.
    Nothing in the stock price for Clover Trail or Bay Trail.
    Nothing in the stock price for the new deal with ZTE.
    Nothing in the stock price for the new smartphones by Lenovo and Xolo.
    Nothing in the stock price for the FonePad by Asus.
    Nothing in the stock price for the success of the Surface Pro.
    Nothing in the stock price for the Cisco deal.
    Nothing in the stock price for ARM's delays at 20nm.
    Nothing in the stock price for ARM not having FinFET for years and years and years.
    Nothing in the stock price for Intel's web TV project.
    Nothing in the stock price for a potential iWatch deal.
    Nothing in the stock price for more big foundry deals. We know one big one is in the works.

    Feel free to add to the list.

    While you can make a case that some of these shouldn't affect the stock price, there is no one who can make a prudent case that more than a few shouldn't affect the stock price. Eleven are as solid as a rock. But go ahead and make my day by trying...

    Sentiment: Strong Buy

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    • New addition to list...

      So how smart is Mr. Market:

      Nothing in the stock price for an Apple deal that could eventually result in Intel doing all of Apple's fabrication.
      Nothing in the stock price for Intel's highly profitable, cash cow deal with Altera, and the deal with Acronix.
      Nothing in the stock price for Haswell which will be arriving sooner than expected.
      Nothing in the stock price for Intel 14nm FinFET arriving at the end of the year.
      Nothing in the stock price for Clover Trail or Bay Trail.
      Nothing in the stock price for the new deal with ZTE.
      Nothing in the stock price for the new smartphones by Lenovo and Xolo.
      Nothing in the stock price for the FonePad by Asus.
      Nothing in the stock price for the success of the Surface Pro.
      Nothing in the stock price for the Cisco deal.
      Nothing in the stock price for ARM's delays at 20nm.
      Nothing in the stock price for ARM not having FinFET for years and years and years.
      Nothing in the stock price for Intel's web TV project.
      Nothing in the stock price for a potential iWatch deal.
      Nothing in the stock price for more big foundry deals. We know one big one is in the works.
      Nothing in the stock price for dual booting of both Windows 8 and Android.

      Feel free to add to the list.

      While you can make a case that some of these shouldn't affect the stock price, there is no one who can make a prudent case that more than a few shouldn't affect the stock price. Eleven are as solid as a rock. But go ahead and make my day by trying...

      • 1 Reply to wallisweaver
      • Another new addition to the list...

        So how smart is Mr. Market:

        Nothing in the stock price for an Apple deal that could eventually result in Intel doing all of Apple's fabrication.
        Nothing in the stock price for Intel's highly profitable, cash cow deal with Altera, and the deal with Acronix.
        Nothing in the stock price for Haswell which will be arriving sooner than expected.
        Nothing in the stock price for Intel 14nm FinFET arriving at the end of the year.
        Nothing in the stock price for Clover Trail or Bay Trail.
        Nothing in the stock price for the new deal with ZTE.
        Nothing in the stock price for the new smartphones by Lenovo and Xolo.
        Nothing in the stock price for the FonePad by Asus.
        Nothing in the stock price for the success of the Surface Pro.
        Nothing in the stock price for the Cisco deal.
        Nothing in the stock price for ARM's delays at 20nm.
        Nothing in the stock price for ARM not having FinFET for years and years and years.
        Nothing in the stock price for Intel's web TV project.
        Nothing in the stock price for a potential iWatch deal.
        Nothing in the stock price for more big foundry deals. We know one big one is in the works.
        Nothing in the stock price for dual booting of both Windows 8 and Android.
        Nothing in the stock price for Intel's partnership with Samsung on Tizen.

    • I looked back and saw where you had a similar list compiled on what was going to send Intel to $3.00 EPS. Ultrabooks, etc... That was 2 years ago. You bring NOTHING to the table.

    • I have no idea whatsoever as to what you are talking about. One more time please, in English if you can.

    • Sometimes I just don't think YOU get it Wallis. The analysts attack argument is very solid--INTC has declining top and bottom line, including next Q by their own outlook. Show me the money. P.O. put the company in this position. Everything else is pure speculation. Shoe me the money. Maybe the tech looks good to us geeks, but not in the financials yet, and we're only talking about mobile with dimishing margins, etc. Show me the money.. And, Blueredmonk is never as bloviatious as you are. You guys drink from different jars. The analysts' argument is simple: Show me the money!.

      • 1 Reply to galba_imperator
      • "Sometimes I just don't think YOU get it Wallis. The analysts attack argument is very solid--INTC has declining top and bottom line, including next Q by their own outlook. Show me the money. P.O. put the company in this position. Everything else is pure speculation. Shoe me the money. Maybe the tech looks good to us geeks, but not in the financials yet, and we're only talking about mobile with dimishing margins, etc. Show me the money.. And, Blueredmonk is never as bloviatious as you are. You guys drink from different jars. The analysts' argument is simple: Show me the money!"

        [Sure, the analysts are totally correct and I just don't get it. So you should get out now and go sit with the rest of the day trading girlyboys. You apparently don't have the stomach or the patience to hang in until things turn. And while margins are diminishing in mobile, sales and profits are not. And Intel doesn't have any enough market share in mobility at this point for it to matter. If you own something on the ARM side of things with a massive P/E ratio, then yes it matters. And you have a lot of nerve saying anything about my posting after having responded to every other spam message on the board last week. The market is supposed to be forward looking. My god, look at ARM. So, let's just skip all this show me the money #$%$. It's a stupid and mindless slogan for those who don't get technology. If the shoe fits, wear it...]

 
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