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Intel Corporation Message Board

  • wallisweaver wallisweaver May 3, 2013 8:23 PM Flag

    ARM P/E is now 80.43!!!

    That's 80 years to earn back the price of a single share of ARM stock, folks. Eighty years.

    Here are just some of the reasons why ARM will never grow at a rate to justify an 80.43 P/E:

    1.) Intel tablet sales are doubling each quarter. Intel's gain is ARM's loss.
    2.) ARM 20nm volume production is two years out.
    3.) ARM FinFETproduction is so far out no one knows when it will arrive, if ever.
    4.) Intel continues to add foundry clients pulling revenue, technology and business away from ARM.
    5.) Silvermont (the ARM killer), which is the new, 22nm replacement for the five year old Atom design will be introduced on Monday, May 6, 2013.
    6.) Haswell - Haswell's 22-nanometer processor will deliver "the single largest generation-to-generation battery life improvement in Intel history". To be released on June 3rd.
    7.) 14nm: Intel Broadwell: End of 2013/Start of 2014
    8.) 14nm: Intel Skylake: 2015
    9.) 10nm: Intel Skymont: 2016
    10) Clover Trail platform (2012): Intel's fifth generation MID platform contains a 32 nm Intel Atom processor (codenamed Cloverview).
    11.) Bay Trail platform (2013): Intel's sixth generation MID platform (codenamed Bay Trail) contains a 22 nm Intel Atom SoC (codenamed Valleyview).
    12.) Airmont-based platform (2014): Intel's seventh generation MID platform contains a 14 nm Intel Atom SoC.

    [Airmont scares the bejesus out of the ARM world. It is the reason that 2014 will be the Year of Intel Smartphone...]

    2013: Year of the Intel Tablet
    2014: Year of the Intel Smartphone

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    • Waldo the hypocrite; keeps trashing ARMH based on the pe which has proven to be an absymal strategy as it reached a new 52 week high today, putting his admittedly puny armh put position from armh 44.00 ish substantially underwater, but too chicken, by his own admission, it seems, to raise cash to add to it to make up for his losses. Keep pumping INTC Waldo, god forbid you'd ever say anything negative about dear wonderful INTC and all the gains you've made over the last 3 years consisting entirely of dividends, and nothing else.

      as noted earlier, during that time, ARMH had a little move from 10.00 to 48. plus

      You almost had a gain on the put on the drop to 40.00 ish, but, par for the course, let a decent gain turn into a substantially underwater position, failing chart reading miserably.

      • 2 Replies to wdblawgrow
      • What you are completely unable to do DanaWdblawgrow is to make any case that ARM deserves its stock price or P/E ratio. In fact, this is yet another content-free post. The simple truth is that you don't know enough to actually mount any kind of argument on either Intel or ARM. Every post is simply some sort of diatribe based on stock prices only that devolves into childish character assassination.

        Until you can defend the stock (ARM) valuation with something substantive, put a sock in it. No one who knows as little as you do about technology, fabrication, manufacturing or computing has the right to an opinion...

      • Coming from a bitter pill that sold Intel at 19.78, chastises longs and then vanished as it rose over 29............your words ring hollow.

    • "2.) ARM 20nm volume production is two years out."

      Apparently Apple are relying on it being only a year out ...

      digitimesDOTcom/news/a20130502PD219.html

      'Apple is expected to contract TSMC to manufacture all the application processors (APs) used in the 2014 model of its iPhone slated to launch in the second half of the year, industry sources have claimed.

      To satisfy the huge demand from Apple, TSMC has begun equipment move-in for the phase-5 facility of its 12-inch fab located in southern Taiwan, the sources said. The Fab 14, Phase 5 facility will be ready for production by the end of 2013, the sources indicated.

      Samsung Electronics, which produces APs for the existing iPhones, will still manufacture chips for the upcoming model scheduled to be released in the second half of 2013 [i.e. 28nm], the sources revealed. Nonetheless, Apple appears to be accelerating its plans to minimize its dependence on Samsung, the sources observed, judging from TSMC's pace of expansion at Fab 14.

      TSMC broke ground for the phase-5 facility of Fab 14 in April 2012, followed by a beam-raising ceremony in November. Equipment move-in began in less than one year after the facility's groundbreaking, the sources noted.

      TSMC disclosed previously that the Fab 14, Phase 5 facility would be a second 20nm-capable fab, and is scheduled to begin volume production in early 2014.'

      • 1 Reply to marsavian
      • "Apparently Apple is relying on it being only a year out ..."

        [Hmmm, well I don't really believe that. They might get some production by then but volume production doesn't seem likely based on all of the problems ramping 28nm. And the bottom line is that they have no idea. You simply can plan firm dates on the ramp of new process nodes. So, whatever they allude to it will still be wait and see. They don't have a good track record on this as nodes have dropped in size...]

 
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