That makes sense to me. TSMC holds a press event to say something is going to happen in 2 months when it will actually take them more than 2 years. They seem to have this optimistic compressed view of time.
Bay Trail graphic are much, much faster after 8 hours of battery operation. The others will have a dead battery ... for the last 2 hours.
Like the working 14nm Broadwell system?? The 14nm demo seems to be a little farther along than a "slipped 14nm schedule" would imply.
Have you seen a working 20nm ARM based system?
Have you seen a working 20nm AMD based system?
Total Cash (mrq): 17.43B
Gee! I don't know. How many companies do you know that have a sub-1.0 debt to cash position.
Watch for DEEEEEEP in the money call volumes. The Bid/Ask price for $15 JAN 2016 (two years) is $9.15/$9.25 or zero. Nov. 2011, the call volumes today hit 1.2million+ contracts.
Watch open interest along with the volumes and you will see that the huge option volumes will result in little change in the open interest.
The new CALL HOLDERS will exercise today to get shares ... which could be a short covering strategy to avoid the dividend OR ....
Anyone who wrote a call option on Intel stock AND the premium is less than 10 cents, is at risk of having all or a portion of the shares called today.
Watch for multi-million share trades in after hours.
Intel should close today at $23.90 if my guess has any legs.
That makes my head ache.
"the comparison looked at power consumption on a system level the battery terminals"
Without doing some work to understand what all the LTE specs are, it looks to me like they are measuring the system power of a 10" tablet against what appears to be a QCOM device and not isolating and comparing the two LTE subsystems.
It also makes me suspicious when they measure one competitor on one test and another competitor on the second LTE test.
It was great!! The market agreed today too.
They have lots of customers.
Intel's Management Presents at Citi 2013 Global Technology Conference
How do we think about foundry as a business for Intel, is this meant to be a core business or just a fab filler?
Stacy Smith - Executive Vice President and Chief Financial Officer
Yes. I mean first is to debunk the myth. We don't need foundry to fill fabs. We have the responsiveness that we can tune our capacity, our demand and so it's not like we're sitting there with excess capacity, and we say, let's go pull in a foundry partner to play. And we can typically balance capacity within about six months and keep them out from engaging where the foundry customer to actually manufacturing that product. That's a two-year cycle.
So it's a myth that it's a fab filler. We do it, simply put, because we make money at it. It's a good business and it's very consistent with our strategy. If you think about that strategy of, use the combination of our IP and our manufacturing might pull in as much of the world's volume into our factories as possible over the next five years. Foundries are nice adjunct to that. And I think the recent deal that we did with Altera, it's a great example. They came to us because they believe that landing their products on our process technology give them a significant competitive advantage out in the marketplace. So they can just have better products related to what other people can do. They're going to have great products. They're going to pay us a nice margin for the manufacturing. So it's good for them and it's good for us.
If there is an issue with Best Buy inventory that manufacturers shipped to BBY, it depends on the contract agreement.
However, the last 6 months performance of the BBY stock indicates that you are the only one who knows of this problem. The market is telegraphing a different story for BBY sales. Based on this, I would estimate that manufacturers will profit handsomely from BBY sales improvements.
Wind River (an Intel company) might start to earn some profits for Intel in the embedded arena.
Wind River announced that Shanghai Fuxin Intelligent Transportation Solution Co., Ltd successfully passed the stringent SIL4 safety integrity standard in a reduced timeframe and within budget with Wind River VxWorks Cert Platform and Wind River Professional Services for the development of its innovative rail control system, JeRail Automatic Train Protection System (ATP Controller).
With VxWorks Cert Platform and Wind River Professional Services, FITSCO's ATP Controller was certified to SIL4, the highest level of safety integrity, and as a result was able to enter the international rail industry.
"Wind River was the only vendor with a complete solution that provided us with a holistic safety development approach, ensuring that our project development stayed within our timeframe and cost targets," said Wu Hao, general manager of FITSCO. "Wind River has helped FITSCO deliver the highest levels of safety and quality to our railway customers, and we look forward to continue working with Wind River for our next-generation ATP Controller product development."
"Compliance to safety standards such as EN50128 and SIL4 is becoming increasingly important and often a necessity for the rail industry," said Alexander Damisch, director of industrial systems at Wind River. "It is extremely gratifying to know that Wind River's trusted systems solution and services offering enabled FITSCO to meet their critical project goals of reducing development time and certification risk, allowing them to become a leading player in the global rail industry."
I much, much prefer Ashraf's conversational style of looking at both sides than those who have adopted an arrogant, one-sided, unchangeable view that pumps one side or the other. It is very rare when the story is all black or all white and color blind people fail to see early changes.
IMO, the more someone says they are "right", the more I have found that "they think they are infallible". The problem with knowing everything is that a person "drinking their own bathwater" misses material changes that affect their arguments.
8-) Nope. No dividend cut.
Intel banked $3b in profits after paying $1.0b out in dividends. Intel had an even larger cash flow to pay it. 62.4% gross margin and a similar Q4 ..... your dividend is perfectly safe for Q4 and Q1 and Q2 and ...
Companies do not cut a dividend (let alone SLASH) unless it is absolutely necessary. Before Intel gets to that point, it will be very obvious to everyone .... even you ... that it is coming.
Be calm and relax.
singhlion is a pumper .... just pumping a negative view.
The only absolute, when people think they are absolutely right is .... they absolutely know less than they think.
At IDF, Intel held up a SYSTEM with a WORKING 1b+ 14nm TriGate transistor Broadwell CPU.
When do you think anyone will hold up any other working
20nm FinFET transistor system?
14nm FinFET transistor system?
in 2015, Intel will be holding up a 10nm system.
I just bought a couple of the Nov $50 puts out of my Las Vegas money. Earnings are before market opens tomorrow. 2am ET.
Anyone think this may influence the market ???
Western powers reach deal with Iran over its nuclear program
By Ann Curry, NBC News National and International Correspondent
7:15 PM - 23 Nov 2013
GENEVA -- Secretary of State John Kerry and leaders from five other world powers early Sunday reached a nuclear deal with Iran, following intense negotiations that took place over several days in Geneva.
The deal represents a historic breakthrough in the world's decade-long nuclear standoff with Iran, and in the 35-year-long diplomatic freeze between Iran and the United States.
Everything is correct except the parts about XEON that you clipped out. Does AMD make something called a "XEON"??? I thought that was Intel.
HP porting venerable Nonstop server platform to x86
Nov 4, 2013 8:15 AM
Hewlett-Packard has announced a multi-year effort to port its Nonstop server systems, used by banks, telcos and other businesses that need maximum reliability, from Intel’s Itanium architecture to x86.
It’s HP’s latest and perhaps biggest move to reduce its reliance on Intel’s Itanium chip, which never gained wide adoption and appears to be nearing the end of its life. HP has already developed Xeon blades for its Integrity Superdome system, and it’s now shifting its attention to Nonstop.
“We’ve committed to port the whole Nonstop environment—applications, middleware and tools—to x86,” Randy Meyer, vice president and general manager for HP’s Integrity server business, said in an interview last week.
....and more ..... XEON references ....
As with its Superdome system, HP’s pitch to Nonstop customers is that they can stick with Itanium if they wish to, at least for the next several years, but if they want to transition to Intel’s Xeon processors they can do that as well.
When the port is complete, the Nonstop platform will use “100 percent standard hardware components,” including processors, storage and I/O, Meyer said. That will include replacing the proprietary ServerNet interconnect with InfiniBand.
“Infiniband is at 40 gigabytes today, 100 gigabytes is coming. ServerNet was not going to move up to that speed without some major investments,” Meyer said.
HP isn’t saying when the port will be complete but Meyer said the work will take “several years.” HP has early versions of the Nonstop OS and SQL database running on Xeon in its labs, he said, but the project is still at an “alpha, or pre-alpha stage.”
“Is it anywhere near to a shipping product? No,” he said.
Insufficient DD on your part is not a crime. Consider it a lesson and take more care in the future.
Now .... I am just an anonymous message board poster like Wallis. You should not believe me either.
A new skit from the "Chicken Little" faux long ..
For you to suggest that Intel PR comment on an Intel customer product line is stunningly silly. Companies sometimes comment on supplier problems but can you tell me one instance of a company talking about a customer the way you are describing. Amazing.
I would not be surprised for Apple to introduce a version with the A7 or even "replace" low end machines like MSFT Surface versions. Apple is trying to build a margin moat around their cash cow and one way to do that would be to build a product with their own chip.
There are some people who would continue to buy these Apple products (Appleholics) and trust that Apple will provide them with the products they need and like. There are others who will not be interested and will walk away.
I think a wholesale switch would be a major blunder for Apple. I think that DELL, HPQ and many others would like to see Apple do that. Then there would be vertical battles between the Windows, Linux and iOS software environment for corporate support.
Think .... about the times that market leaders have invested money and failed. Risky to do it wholesale.
Betamax vs. VHS
OS/2 vs Windows
Microchannel vs AT bus
Intel SLOT CPU vs socket