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Intel Corporation Message Board

  • wallisweaver wallisweaver Sep 5, 2013 3:21 AM Flag

    Some Comments on Stacy's Presentation Today - Part I

    He said that Krzanich is really focused on SoC execution and integration "with a very specific emphasis around SoCs that are going into lower-cost lower-powered devices."

    He expects "a lot of volume growth in the two-in-one category."

    In general he expects to see a lot of growth.

    He is really happy with new designs and form factors coming to market.

    He says Bay Trail will allow for "a lower-end clamshell, thin and light notebook with touch" in the high $200 range by this Christmas. Wow!

    Glen Yeung quired him about touch and he confirmed "with touch".

    With tablets the price points would be in the $100 range. Wow again!!!

    Intel expects to have cost leadership. With performance.

    He said that with Haswell he believes that the technology has arrived for the PC refresh cycle.

    He expects explosive growth in tablets and Intel will have products for all price levels.

    He said that Avoton (server chips) will have by far the best performance per watt in the industry.

    Merrifield will be shipping this year. [Will we see some deals announced at IDF?]

    He said Intel is years ahead of the competition in process technology.

    Intel is pushing to bring out Atom products at the same time as the Core products. Stacy says they will be close at 14nm and pretty much the same at 10nm in terms of time frame. [Great to hear them actively talking about the 10nm process node.]

    Glen Yeung confirmed that there is no need to do any recompilation of code to move from a Core server to an Atom server.

    Stacy mentioned in mobility that the customers (OEM's) want Intel to move in as fast as possible and want a second source.

    Stacy says Intel is the number one player in RF and the number two in basebands.

    Intel is shipping multi-mode LTE now.

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    • Question, WW: will Intel's LTE multi-mode take business away from AVGO? Or is this a non-compete comparison? Thanks.

    • Stacy says that Intel will pick up the pace going forward on integrating new strategies and this will make it harder for the competition to keep up. That's the new strategy.

      Stacy says that Intel's manufacturing advantage is the key to kicking the competition's rear and taking significant market share. Well, he didn't say exactly that but I'm pretty sure that's what he meant.

      Stacy says that Intel is still on the cost per transistor curve with its fabrication but that the ARM foundries are unable to duplicate that. He says this will allow Intel to have products with higher performance, low power needs and lower costs than the competition.

      He says that Intel has superior material science skills.

      Stacy says that technologies they are delivering now have been in process for 5-10 years and this is a huge advantage.

      Stacy says the only reason Intel does the foundry business is to make money. He says that they don't need foundry business to fill fabs. He mentioned the good margins on the Altera deal.

      Intel expects to see unit growth over the next couple of years, primarily by now having products in all product categories (including mobility) and in all price ranges.

      Well, I left out a lot and the language except where shown in quotes is my interpretation. I recommend that everyone go to Seeking Alpha and read the entire transcript for themselves.

 
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