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Intel Corporation Message Board

  • ashraf.eassa ashraf.eassa Nov 29, 2013 10:04 AM Flag

    mars

     

    Just as we both predicted - ARMH is now back above $50. Does the market realize, however, that despite the "we'll fab for anybody" bit that Intel could do the exact same thing that it's doing with tablets to phones? ;-)

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    • Please, I remember when you thought army was the best short in town.

    • "Just as we both predicted - ARMH is now back above $50. "

      Then you both should have bought in and joined the club for making money with ARMH...

      "Does the market realize, however, that despite the "we'll fab for anybody" bit that Intel could do the exact same thing that it's doing with tablets to phones? ;-)"

      You've seen the market results for ARMH & INTC... what part of the obvious is not getting thru ??

    • They will.
      I think people are confused about contra revenue. Intel did not include $800 million revenue on tablets in their forecast for 2014 because it is being offset by a similar amount of contra revenue. So Intel is forecasting revenue growth for next year but it is being offset by other cost labeled contra-revenue.
      Similarly, while they included modem revenue, they did not include any revenue from Merrifield or other AP's for phones in next years foreccast

    • BK's comments have set off another feel-good fluffy fantasy-feeding rise in ARMH but like Wallis said Intel is aiming straight for the price jugular against the ARMy now and that will happen a lot sooner and impact ARM revenues a lot quicker than any future theoretical fabbing of ARM chips by Intel.

 
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