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Intel Corporation Message Board

  • geosmart668 geosmart668 Dec 1, 2012 7:09 PM Flag

    Intel Inside The Apple iPad? It Makes Sense!

    December 1, 2012

    Another rumor just hit the news wires today, courtesy of RBC Capital. I caution my readers to, of course, take any and all rumors with a grain of salt. A few weeks ago, the buzz was about Apple (AAPL) dropping Intel (INTC) chips from its iMac and MacBook Pro products. Today, the rumor is a complete 180 degree turn from that pessimistic view, claiming that Intel and Apple are in talks for an elaborate deal that would consist of the following:

    Intel acts as a foundry to Apple to build its A-series of mobile processors for the popular iPhone
    In return, Apple uses Intel designed-and-built chips in its iPad.

    Sentiment: Strong Buy

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    • Ashraf is 1 of the most knowledgeable Intel posters, behind me & Alexander. His article makes a lot of sense.

    • Interesting article,I like the conclusion:

      "I have no idea if this rumor is true or not. However, with Intel moving its very highest performing processors to lower and lower power levels, thanks to a combination of a sophisticated process as well as a highly optimized design, it is likely that Intel will attack the high end tablet/convertible space with "Core" and attack the low end of the market as well as phones with the new "Atom" architecture. If true, then this sheds significant light on the fairly delayed introduction of the next generation "Bay Trail" platform based on the next-generation "Silvermont" Atom core.

      Should Intel actually capture the iPad with its Atom and/or Core products while filling its fabs with Apple A-series chips for the iPhone, this could represent very real and significant upside for shares of the company".

      "Additional disclosure: I'm short ARMH"

      Sentiment: Buy

    • Intel would have to really lower the margin on its chips, but still would be much better than apple dropping Intel.

      Sentiment: Strong Buy

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