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Intel Corporation Message Board

  • wallisweaver wallisweaver Sep 5, 2013 1:56 PM Flag

    What We Know Now

    1.) Stacy and Diane scored big with their presentations yesterday.
    2.) Intel is being price aggressive. From Marsavian:

    "I told you ARM would be celeronized. This is how Intel destroyed AMD's profits by chucking cheap de-featured Celerons at them to destroy their price structure. Clovertrails are probably going for $5 which is close to Intel's raw die cost for it. Intel is obviously deadly serious about destroying the ARM ecosystem very quickly and it will claim the profits later. This could get very ugly very quickly for the ARMy."

    3.) Intel is going to have notebooks in the $200 range and tablets in the $100 range.
    4.) Intel plans to pick up the pace and to offer more extensive integrations of technology
    5.) Intel's economics remain intact at least down to the 10nm level. ARM's are not as cost per transistor is rising with each new node. This is a trend that cannot be overstated.
    6.) 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.
    7.) The news cycle is just getting started. Much more to come in the next two weeks.

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    • 1.) Stacy and Diane scored big with their presentations on Wednesday.
      2.) Intel is being price aggressive. From Marsavian:

      "I told you ARM would be celeronized. This is how Intel destroyed AMD's profits by chucking cheap de-featured Celerons at them to destroy their price structure. Clovertrails are probably going for $5 which is close to Intel's raw die cost for it. Intel is obviously deadly serious about destroying the ARM ecosystem very quickly and it will claim the profits later. This could get very ugly very quickly for the ARMy."

      3.) Intel is going to have notebooks in the $200 range and tablets in the $100 range. These are markets in which Intel has not previously participated. It's all gravy.
      4.) Intel plans to pick up the pace and to offer more extensive integrations of technology
      5.) Intel's economics remain intact at least down to the 10nm level. ARM's are not as cost per transistor is rising with each new node for the foundries. This is a trend that cannot be overstated.
      6.) Intel expects to see unit and revenue growth over the next couple of years, primarily by having products in all product categories (including mobility) and in all price ranges.
      7.) The news cycle is just getting started. Much more to come in the next two weeks.
      8.) In the meantime, ARM's suffering due to their fabrication crisis is only going to get worse. Their roadmap is limited to an economically attenuated 20nm node - limited because it is planar, and to a half-step to FinFET that is years and years away.
      9.) With 14nm FinFET, Intel will seize the leadership in performance, power efficiency and price.
      10.) The end of the ARM era is about to accelerate.

    • I am a long term Intel investor. I can see Intel stock tumble to the teens for a year or two, if it's at the expense of ARM and destroying their market. Go ahead and tell me that the price of Intel hasn't changed in 10 years, I don't care. Because once you have em by the bullocks, their hearts and minds will follow!

    • Stacy confirmed 2) yesterday when asked what was the goal in mobility, he replied market share.

    • What We Know Now. Right Now. ARMH up, INTC down. I believe in Mr. Market, not in Stacy and Diane.

      • 1 Reply to angstromatic
      • Remember these days for the are the last days of ARM ascendancy in mobility. Once a quad-core Silvermont phone chip is released it will be game over and Intel will attain a premier brand status in mobility it will never lose. ARMH's P/E is not valid for the next 3-5 years nevermind the next 90. Sure trade ARMH for TA reasons but it will soon no longer be a long term investment but look more like AMD in freefall starting in 2014.

 
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