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Intel Corporation Message Board

  • singhlion2001 singhlion2001 Apr 3, 2013 12:39 AM Flag

    The chip maker is having technological difficulties with its new Haswell architecture and will not implement its planned power management scheme for the chips, Gauna reported. As a result, the company may have to delay launching Haswell

    Shares of Intel (INTC) are falling after two analysts issued negative notes about the company earlier today. WHAT'S NEW: JMP Securities analyst Alex Gauna downgraded Intel to Market Perform from Market Outperform. The chip maker is having technological difficulties with its new Haswell architecture and will not implement its planned power management scheme for the chips, Gauna reported. As a result, the company may have to delay launching Haswell, and the product may have performance issues, the analyst wrote. Meanwhile, CLSA analyst Srini Pajjuri predicted that Intel would lose a significant amount of the Linux server market to ARM chip vendors. The prices of Intel's server processors will come under pressure, added the analyst. Pajjuri maintained an Underperform rating on the stock. TODAY'S PRICE ACTION: In early afternoon trading, Intel dropped 45c, or 2%, to $21.40. OTHERS TO WATCH: Applied Micro (AMCC), Cavium (CAVM), and Marvell Technology (MRVL) are the ARM vendors that are well-positioned to see a major impact from Linux server share gains, added the analyst. He has an Underperform rating on Marvell (MRVL) and no ratings on the other two stocks.

    Sentiment: Strong Sell

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    • You forgot to add the Chuck Malloy, Intel PR, response that said the Haswell rumor was groundless and Haswell was on schedule and spec.

      Digitimes ... TSMC is planning on installing 20nm equipment this month !!!!!
      Ahead of schedule!!!

      TSMC to install 20nm fab equipment ahead of schedule, says report
      Apr 2, 11:48
      Taiwan Semiconductor Manufacturing Company (TSMC) plans to begin installing production equipment at its 20nm-capable facilities on April 20, about two months ahead of schedule, according...

 
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