"Subtract Altera's numbers and see what you get? "
It looks like ALTR revenues for the TTM was $1.7B, so if you divided by 4 would be $425m for Q!.
Intel is forecasting a Q1/2016 impact of $100m from ALTR acquisition costs.
Seems like they are estimating the Q1/2016 effect of ALTR to be
+$425m - $100m = +$325m revenues
If you back out ALTR for Q1, the Intel revenue would be $14b - $325m = $13.6b
Q1/2015 was $12.8b so that would be a Q1 YoY increase of 7.8%
IMO, that does not look good compared to the $14.9b of Q4 .... Q1 was historically "flattish" from Q4 when PC were growing because there was the Q3+Q4 billings for holiday and back to school shipments. Intel seems to be saying that last year's Q4-Q1 drop has become expected ... along with geopolitical unknowns.
If INTC forecast 2016 were "up" mid- to high single digits on $55b, then they are forecasting ...
annual increase between 5% ($2.75b) to less then 10% ($5.5b) with approximately $1.7b coming from ALTR.
Intel is suggesting their revenue sans-ALTR increase of $1b to $3.8b for 2016.
IF my assumptions and math are correct.
"You put me on ignore when you couldn't answer the simple question I asked:"
I don't have you on ignore.
I just choose not to waste my time with the silly insults.
You are either smart enough to know the information was manufactured and distorted, in which case you are simply looking to argue .... or ... you think that junk is "true" in which case there is nothing anyone could say to help you.
"Keep hanging out on the internet and talking down to mentally-challenged trolls. "
Hmmm. OK, I will.
That was WAY too easy. 8-)
"LION BROADCASTING WARNED YOU ALL "
There are other SELL TROLLSs who warned LONG BEFORE you did and ALSO have a more entertaining "shtick". You were very late in your call and if I were going to listen to a "SELL, SELL, SELL" troll, I would listen to one of the local trolls, not some carpet bag troll who rarely and infrequently stops by!!!
Everyone is fighting for the microphone to claim responsibility. If you want my vote, you will have to do more than just play one song: "Sell". If "ALWAYS SELL" were the right answer, then I could ask marco to write that on the inside of my toilet and society could save network bandwidth and disk archives saving these messages.
Mark Twain —
'Never argue with stupid people, they will drag you down to their level and then beat you with experience.'
"Hey Skylake boots the BIOS just fine, what's your problem Buddy?"
I agree. No problems at all.
"NO links to a press release BUT a link to a BIOS Patch this time."
On my Haswell and newer machines, the MB vendor supplies a utility that downloads.
Here is the MSI download for today:
"The straddle worked well for me. Now I will look for a long re-entry"
"Can you find one PC OEM site where you can download the BIOS Patch today?"
MSI releases BIOS update to address Intel Skylake's freezing issue
By Rich Edmonds Friday, Jan 15, 2016 at 10:13 am EST
"Did you get your bounce after hours?"
It wasn't my bounce. It was a headline from a Yahoo article.
It worked fine for me.
option players are looking for a bounce.
getting some real nice volume and volatility
"How much MONEY will it take to make the Skylake Flake CRASH and FREEZE "Feature" go away?"
$0.00 since it is already fixed.
"Isn't there a conference call or something coming up? Maybe Intel will tell all? lol"
Today after the market closes and earnings are announced.
If this is ANY CONCERN, an analyst will ask about it. BTW, they won't.
01/14/16 at 2:00 PM PT
"Its just a matter of time before consumers demand a RECALL."
"It either is FIXED with a BIOS Patch and nothing else is needed or its STILL BROKEN and requires a NEW stepping?"
No. There is also the third "BOTH" option.
BIOS inserted microcode today and then incorporating in the silicon at a later stepping if they want. I fully expect them to integrate it into the silicon later.
"Stop trying to defend a broken part with BS sport, It can't be done."
The BIOS MC patch fixed SkyLake so the observed problems do not occur. The "hang" MC patch joins all the other patches loaded at BOOT time. Just like all other CPU from ALL CPU vendors.
"Its just a matter of time before consumers demand a RECALL."
"Intel will FIX Skylake at the source, in silicon and ditch the BIOS patch in the first stepping possible."
"Its just a matter time until consumers demand a RECALL."
"Its just a matter of time before consumers demand a RECALL"
The person who identified the problem and tested the newly released Intel BIOS update, "Its fixed".
12 Jan 16, 17:16
"Seems as the new MC solves the problem"
"the warning for next quarter is ominous !"
For BBY and their business model .... YES.
For AMZN who uses BBY as their showroom .... NO.
"REMEMBER INTEL WAS GOING TO MAKE A TV CHIP ?"
Today, this would have zero effect on Intel if the Intel related revenues were to double or drop to zero.
BBY announced shortfalls in mobile phones. Is "weak demand for mobile phones" bad for Intel or did consumers buy computers instead of a new smart phone?
" Best Buy Co Inc said it expected its U.S. sales to fall by about 1.5 percent in the current quarter after weak demand for mobile phones during the holiday season, pushing its shares down 6 percent in premarket trading on Thursday. "
IDC and Gartner just announce a 10% drop in PC shipments. BBY saw a 7.2% drop.
7.2% (BBY) is LESS THAN 10% (IDC).
"The largest U.S. consumer electronics retailer's U.S. comparable sales, excluding the impact of installment billing plans, fell 7.2 percent in the mobile phones and computing products category in the nine weeks ended Jan. 2."
"You are a fool but luckily not all Intel engineers are fools."
It is pretty obvious who is the fool and what motivates that fool.
"By your logic Intel continued to FAB the Pentium with the FDIV bug and never fixed the silicon."
No. Not by my logic. The FDIV problem was different.
'"You do know they FIXED the Pentium FDIV in silcon and dropped the BIOS Patch BS right?"
I know they fixed the FDIV problem but there was no BIOS fix for that problem. The FDIV problem was different.
"But you just said in the post before that one there is NO PROBLEM right?
A BIOS Patch solved everything according to you? lol"
Yes. There will be no problem. Everything will be "fixed".
"So Fix what? Can you say full of it?"
No, you are not full of it. You just don't fully understand it issue.