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Intel Corporation Message Board

  • wallisweaver wallisweaver May 26, 2013 3:16 AM Flag

    May/June Events

    Intel:

    June 3: Intel to release Haswell - In the final countdown stage.
    June 4: Computex Opening Keynote-Tom Kilroy, executive vice president and general manager, Intel's Sales and Marketing Group, will deliver a keynote on Intel's vision for continued innovation to reinvent people's computing experiences across a range of devices.
    June 4: Computex-Computing Reinvented Satellite Event and Media Q&A-Kirk Skaugen, senior vice president and general manager of the PC Client Group, will host the computing reinvented satellite event where he'll demonstrate and provide details on the new experiences delivered by 4th generation Intel Core processor-based Ultrabooks, laptops, desktops and all-in-one devices.
    June 5: Computex-Mobile and Communications Satellite Event and Media Q&A-Hermann Eul, VP/GM, Mobile and Communications Group, will host a satellite event to showcase the growing number of tablets for Windows and Android, smartphones and other ultra-mobile devices with Intel Inside.
    June 4-6: Dell Enterprise Forum-Enterprise Solutions Keynote: Built for Where Business Is Going
    June 10-14: Apple's WWDC - Macs about to get a major upgrade thanks to Intel’s new “Iris” graphics processors?
    June 26-28: Microsoft's Build Developer Conference - Rumors of next Surface Pro announcement

    ARM:

    None. And after the disaster at investor's day, they are not likely to schedule any more. Stock dropped 9 percent...

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    • re: "And after the disaster at investor's day, they are not likely to schedule any more. Stock dropped 9 percent..."

      I listened to their entire 2 hour+ presentation and came away thoroughly impressed that their design capability is very, very credible, and they do have a way to catch up to Intel's process advantage. So, imo, it was not a disaster at all, instead, their recent stock price performance is just a normal correction somewhat amplified by the turmoil in the markets......for which we have to blame Bernanke.

      • 1 Reply to alpine_climber
      • "I listened to their (ARM's) entire 2 hour+ presentation and came away thoroughly impressed that their design capability is very, very credible, and they do have a way to catch up to Intel's process advantage. So, imo, it was not a disaster at all, instead, their recent stock price performance is just a normal correction somewhat amplified by the turmoil in the markets......for which we have to blame Bernanke."

        [Well, it seems that you missed the point. Yes, there is a way for ARM to move into FinFET. But not only is WHEN totally in question, IF is actually in question as well. And this is just to follow Intel down the FinFET path. The chances of ARM catching up, as you say, are almost nonexistent. ARM has to do 20nm first and there's no solid evidence that volume production will occur in any certain time frame even at that node. So, ARM might have a half-step to FinFET in some unknown period of years. That's just one point.

        The major point is that it is not nearly enough for ARM to tread water. With that enormous P/E they have to be expanding at a fantastic rate. And that's what came out of investor day - that the rate of expansion is dropping and that margins are dropping. The gathering storm of Intel competitiveness has now been recognized as well as maturing of the mobility market. It appears that ARM can no longer justify the assumption that they will build at the same incredible rate for years and years into the future. The stock price is based on this assumption or at least it was. It's a new day. And everything points towards the end of the ARM era as we have known it. It appears that Intel is poised to make major gains in mobility while they continue to freeze ARM substantially out of PCs and servers...]

    • good info

    • Excellent positive. Looking forward to the upcoming events and potential momentum. Thanks for the breath of fresh air.

 
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