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Intel Corporation Message Board

  • wallisweaver wallisweaver May 20, 2013 11:33 PM Flag

    What We Know Now

    1.) We know that Intel is going to be two process nodes up on ARM as Intel's 14nm will be in volume production long before ARM's 20nm. This means ARM's 28nm will have to compete with Intel's 14nm FinFET. No comparison. Airmont will be the ARM-Slayer.
    2.) We know that the economics of ARM foundries is going to decline steadily. See the article "Intel will win in foundry wars" for the details. Also Intel will be first to 450mm wafers by a long shot. And ARM foundries are taking longer to reach the same yield level with each drop in die size. Intel continues to enjoy improved economics at each node due to superior technology, fabrication and manufacturing.
    3.) We know that Intel has a roadmap chocked full of consistent improvements. We will see a plethora of new product announcements all year long. We will see a ton of new Haswell products available immediately after the formal announcement on June 3rd.
    4.) We know that we will see more big Intel foundry deals.
    5.) We know that Intel is doubling tablet sales each quarter and that the ARM RT is toast.
    6.) We know that 2014 will be the year of the Intel Smartphone as 14nm technology will combine with Intel's newly integrated LTE solution to finally offer superior products across the board.
    7.) We know that ARM is the most over-valued stock since the dotcom era. With a P/E of 83 and Intel coming on fast there is no way they can grow earnings at a rate to justify that valuation.
    8.) We know that with the exception of the blueredmonk that there is no ARM fanboi on this board capable of engaging in a discussion of technology with any semblance of credibility.
    9.) We know that new form factors are re-energizing the computer business. We know that only Intel has the ecosystem to provide complete solutions across all of computing and mobility.
    10.) And we know that the second half of the year will be much better than the first half with particular excitement brewing for back-to-school and the holiday period.

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