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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.

 
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