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Intel Corporation Message Board

  • intc_inside intc_inside Oct 19, 2012 8:21 AM Flag

    NYK2OH gets his tail kicked by Marsavian, part 1

    'Tablets are going for $99 - $200 these days. Nobody will put a $100 or even a $50 chip in tablets. The tablet space belongs to $25 ARM chips and Intel simply cannot compete there.'

    LOL, Intel could knock out Medfields and Clovertrails at $10 on fully depreciated 32nm Fabs and still not lose money unlike its foundry based competition.

    'The days of PCs with a $300 processor are gone and are not coming back. The sooner people on this board realize that, the better.'

    LOL, just like integrated gpus have put Nvidia and ATI $300 gpus out of business, oh wait ... lol. You really don't know what you are talking about but hey we all knew that. Short some more, such superficial DD deserves its true rewards ;-).

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    • LOL, NYK2OH back for more.

    • NYK20H gets his tail kicked by Alexander, part 2. Of course, it's not hard to do since he's just copy and pasting stuff other shorts have said.

    • The 5,000 tray pricing that Intel shows on their public price list is not what large customers pay for CPU.

      The average Intel ASP is $97 for 2012. That is average price over the entire mix of CPU from Atom to their server EX CPU that list for $1,000's.

    • The reason Intel is a $100B company is because it makes chips for $50 and sells them for $300. If they start selling chips for $100, they will be a $2 stock.

      Intel's operating costs are far higher than its competition. The only thing keeping it afloat is monopoly pricing in the 8086 CPU market. That pricing power is eroding and THERE IS NOTHING INTEL can do to get it back.

      But that's OK - in your fantasy world, I'm sure everything works out just fine.

      • 2 Replies to nyk20h
      • "The reason Intel is a $100B company is because it makes chips for $50 and sells them for $300. If they start selling chips for $100, they will be a $2 stock."

        [Your ignorance of Intel never fails to impress. Intel's management of pricing and margins is the most sophisticated in the world. They are masters at managing capacity and shutting down excess capacity. They have well-developed, highly-evolved systems for doing this. And this is why what you suggest will never happen. And, of course, you have failed to note that prices on the highest end of technology are being raised. This is exactly what TSMC is doing for its non-state-of-the-art 28nm production. And guess what? The predominant share of Intel's business is going to be 22nm very quickly because the Intel ramp is so superior to that of TSMC and the ARM world. You don't know enuff to be even a moderately good shill. Study up. Until then quit posting. You just embarrass yourself, Chump Street Boy...]

        "Intel's operating costs are far higher than its competition. The only thing keeping it afloat is monopoly pricing in the 8086 CPU market. That pricing power is eroding and THERE IS NOTHING INTEL can do to get it back."

        [Well there's that shill approach of using a lot of CAPS to make up for lack of knowledge. Again, companies pay for the high end and pricing there is not eroding. What will be eroding is ARMs pricing since it is not state-of-the-art...]

        ''But that's OK - in your fantasy world, I'm sure everything works out just fine."

        [Intel's fabrication will insure that all works out fine. It's all about the fabrication, shill child...]

        [PS. Hey, Wall Street - where's the MISS??? The huge honking miss you projected. Where is that MISS??? You boneheads...]

        Sentiment: Strong Buy

      • A fantasy world is what you inhabit if your think Intel's asp is $300. Do you think if you repeat a lie enough times it suddenly becomes true ? There are analysts who do detailed Intel sku price/volume breakdowns like Mercury and they are usually found repeated on sites like Investorvillage. Why don't you go look one up before opening your mouth and proving you're a fool rather than just letting us suspect it. Also Intel has never truly been a monopoly in the x86 industry, when AMD brought out Athlon and Athlon 64 it caused a major shock to Intel prices, profits and marketshare. It recovered by outdesigning and outfabricating AMD which is exactly what it will do to all the ARM pretenders who covet its profits. AMD has been in Intel's palm ever since Core 2 Duo and it has skus as cheap as ARM now but which are still better performing yet still they have no effect on Intel's pricing. If AMD couldn't do it then ARM has no chance with relatively anemic designs like A15 and S4 which can't even beat Atom.

 
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