"Apples mac marketshare was 13% last year."
Correct. Apple market share of PC was exactly 13% last year. I think that their increasing share of the business market was the cause of their good showing and not the halo effect but ... iPhone halo may be the catalyst for business adoption .... I looked at their phone, tablet and MAC market shares and they all seem to bounce in the 15%-20% range so I took way too much liberty with my rounding .... oooops. Thanks.
"People will find that phones are just not worth paying $600 "
The "Appleholics" will not blink at $600 but if it does not have $600 value to the general customer, they will not pay. I agree. If Apple cannot create incremental value for the customer base, the product becomes a commodity, Apple will have a swarm of competitors and the margins will approach "very thin".
The Apple MAC has about 15% share of the PC market. The 15%-20% market share of the high end seems to be about the percentage of "Appleholics" (fun word ... not disparaging) in the general population. They buy Apple and only Apple. That may change in the future but that has seemed to play out in the past.
Intel management has indicated on multiple times that the Intel foundry would fabricate the Apple part for Apple products. Apple could keep their ARMH-based design and they could solve their supplier issue.
Wouldn't that solve Apple's long term silicon supplier problem? A 1st tier ARMH design would be built on the latest processes.
IMO, ... and only my opinion ....
I think that Apple will stay with their internal custom ARM design unless their is a compelling reason to switch. I think that substantial performance/watt improvement would be the only reason for them to switch. I am not sure that an x86 design will be able to make a substantial difference in the HOURS between charging spec.
Servers ... someone (even Intel's good customers) will dump some money into the server prototyping businesses and continue to look at startup companies products .... SO THEY can have a lever to keep Intel prices down. Customers do not like to be sole sourced on a product .... especially one that is only built by one company.
"[What are you - the new apologist for ARM? LOL. You're saying that ARM's presence in an Intel SSD is going to solve all of ARM's problems? Really???]"
No. I just pointed out that at least two ARMH customers were building products on a leading edge process. So ARMH customers have designs on leading processes today and likely in the future. Since that conflicted with your statement, I tried to clear it up.
I asked a question because you said something that did not make sense to me. Your reply starts and finishes with insults. You seem to think that any question is an "attack" on you. They are not.
Cheers and relax.
"The road and the roadmap have run out for ARM as their ability to operate at the highest end of technology has ended."
Are you talking about ARMH the company or the ARMH customers who build ARM based devices?
Intel uses an ARMH CPU in its 750 SSD 20nm drives which start shipping 4/28. That is Intel and MU leading edge.
Since Intel uses ARMH CPU in its devices AND Intel has announced 14-nm ALTR 64-bit ARM-based FPGA devices, ARM is on the leading Intel node.
I think you need a couple more qualifiers on your "ARM's Insurmountable Problems" subject line. It appears to be incomplete.
Those with just bachelor's degree did even worse. The unemployment rate rose to 14.9% from 11.5%. Those with advanced degrees dropped to 5.4% from 9.3%.
Seems like companies are looking more at advanced degreed candidates.
Here is the rest of the article ....
The U.S. Labor Department says job prospects for recent college graduates deteriorated slightly last year despite an improvement in the overall job market.
The unemployment rate for Americans age 20 to 29 who received a four-year or advanced degree last year rose to 12.4 percent from 10.9 percent in 2013.
But the figures are volatile, and many recruiters and campus officials say hiring this spring will be strong.
For graduates with bachelor's degrees, unemployment climbed to 14.9 percent last year from 11.5 percent in 2013.
For those with advanced degrees, unemployment slid to 5.4 percent from 9.3 percent.
Overall, the economy generated 3.1 million jobs last year, the most since 1999, and the overall unemployment rate has fallen to 5.5 percent in March from 6.7 percent at the end of 2013.
Thanks ... those were my numbers too. It just looks like Intel would have to be in the 2014 range:
"And Intel hasn't seen that sort of sequential gain for the period in question in six years"
The Intel 2015 forecast numbers seem flat from last 2014. Intel is saying that 2015 looks like 2014. Did the article authors show their math?
Q1: $12.76B in Q1/2014 vs $12.8B in Q1/2015.
Q2/2015 forecast $13.2B +/-$500mil compared with $13.831B last year. $631mil low and $131million outside the +/-$500mil range.
$55,870(m) for 2014
Rumors also point to XLNX .... that would be interesting to own a company that might not be able to use Intel fabs until ALTR exclusive expired.
Rumors Say Intel (INTC) May Target Xilinx Inc (XLNX)
April 16, 2015 9:49 AM EDT
"isn't the acquisition of " ViA " a step in the right direction, establishing INTC in the center of the mobile chip business ??? "
Wrong product mix.
Via Technologies PRICE/SALES is currently 21.5.
MARKET CAP/ 21.5 = $4.68B/21.5 = $217 million
"What is propelling stocks up in the face of all this adversity is beyond me,"
I agree. More study would help.
"but the impending crash, and there will be a crash, is magnifying in its' potential size with each passing day."
I see this is beyond you too.
"and all the beaten down bear market players will crawl out of the woods in their tattered clothes to go buy some new suits, cars and homes."
It is good to see you are confident about your future. I predict that you might eventually be right ... some where in the future. Try to hold on until then.
"That's how much more INTC needs to go up just to be where it was 9 months ago"
To be honest, Intel is 4% higher that it was on July 15th 2014.
TOMORROW, you can say that INTC needs to go up 6% (or so) to match the 10% gap up price on July 16th.
"Covello has never seen this aspect to INTC's business model."
For the first time in several years, Covello did not whine about CAPEX. He did not even mention it. Secondly, GS came out with its 10 stocks to short list yesterday and 4 stocks to focus on AND .... Intel was not on the list. Covello had raised the INTC target enough to get INTC off the list. First time in years.
There is something happening now in the option market. The volume of Friday 4/17 PUT option strikes are very high. There are a number of strategies that could explain the action .... both BULLISH and BEARISH but only the participants know for sure. It appears to be more like a downward tilt than BULLISH.
$31.50 10,000 contracts
$31.00 12,000 contracts
$30.50 20,0000 contracts
$30.00 18,000 contracts
$29.50 2,000 contracts
BTW ... it was just my guess. Of all the players, only the investment banker negotiating the deal and Intel are negatively affected and would benefit from a leak. The M&A guy's fee is affected and Intel wants it to happen .... IF the rumors have substance. 8-)
Then ... big shareholders start computing how long it will take Altera to get to $54 on its own and ..... hmmmmm .... with a little help from Intel ... that could be tomorrow. They get greedy and that is what the leaker was counting on .... iMO
$54.00 - $8.50 (ALTR cash) = $45.50 effective Intel bid
ALTR has some debt to offset part of their cash BUT ....
Seems like a good or at least reasonable deal.
"Both Canadian Capital Management, as well as TIG Advisors, were among the big shareholders of Altera Corporation with 2.8% stake, and they sent letters to the management. The letter stressed the company’s capability to establish sufficient value on its own so that it could match the offer of Intel Corporation, Bloomberg reported."
"It was not just the two investment firms, but other big investors of Altera have also shot out letters urging them to return to negotiations."
"I wonder who's started this rumor."
The rumor about the negotiations?
The rumor about the breakdown?
The rumor about the declined price?
Or the content of the shareholder letters that were written and released to the public?
#1, #2 and #3 ..= Intel
#4 from the authors of the letters who wrote them.