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Intel Corporation Message Board

  • wallisweaver wallisweaver Mar 12, 2013 12:36 PM Flag

    Intel Headlines

    Intel Custom Foundry Jobs - Search Jobs at Intel

    Intel Foundry for iPhone/iPad?

    Intel Looking for Hundreds of Staff members for Custom Foundry ...

    Will the new Intel CEO close a foundry deal with Apple? - Related ...

    Chip Design » Intel-Altera deal to shake up foundry landscape by ...

    intel foundry business - Tech2 - Games

    Intel Rumored to Make 10% of Potential iPhone 5S Chips
    Gotta Be Mobile

    Intel to Get 10% of Apple's A7 Processor Orders?

    Intel Corporation Is Rumored To Strike With Apple Inc. A Deal For 10% Chip Orders

    [So, who shorts in the midst of news like this and the fastest smartphone in the world coming from Intel on Thursday? Dunno, people like James Covello I guess...]

    Sentiment: Strong Buy

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    • Why waste so much time on speculative rumors when there are so many more positive events that actually are happening? Clovertrail plus, Haswell and all the new ultrabooks, tablets and mobile phones are what will drive Intel's stock. Foundry deals that do not involve Apple or Samsung making x86 based smartphones are just a footnote to Intel's financials.

      • 1 Reply to merlot_1
      • "Why waste so much time on speculative rumors when there are so many more positive events that actually are happening?"

        [Because I believe that it's useful to figure out what's happening before it happens and frankly I think it's fun to speculate. There are so many major forces in play and I find the possibilities to be rather fascinating. Sitting back and waiting for it all to show up in the press is deadly dull. I think the moves in the foundry areas might be quite meaningful. Below is a third party opinion.]

        ["Respected analyst Gary Smith added: "This is very bad news for the big commercial fabs. Fpgas are the high volume, high margin cash cow designs that keep the line full and steady money coming in. This new Altera 14nm deal is the Intel foundry scooping up the gravy dollars away from TSMC." "]

        Sentiment: Strong Buy

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