"As reported by Apple Insider, Intel is planning to oust Qualcomm as the provider of system-on-a-chip for the Apple iPhone."
Does Qualcomm make the SoC for the Apple iPhone? I thought that Apple made it.
This should be a clue to judge how much the author understands.
I would think this is a bogus rumor.
I really don't know. My opinion ... hmmm. Much more complex than most think. Lots of pluses and minuses. My guess .... maybe 30%.
Might take less money .... Intel would make less money on those wafers BUT it would also drain a large wafer volume away from the foundries which would make harder for them to fund RD and redeploy profits.
Would pay off 14nm development more quickly.
But Apple would soak up leading edge capacity that would not go to traditional Intel customers.
My experience says that Apple is always talking to Intel and at least, using that "club" to negotiate with other foundries. They are using the foundry pricing against Intel during talks.
INTC had a pretty good quarter. I would not be surprised if it bounced off $30 several times. Large value investors, insurance companies and pension funds, are looking for extra income to meet their yield goals and option income from selling covered calls is an attractive way of getting that extra income.
Selling covered calls coerces the option market maker to short. INTC is trading at 10-year highs and there is still lots of skepticism about going higher (Covello and the hedge funds).
Anything to shed light on the excess fab capacity and status of 14nm will be of interest.
This Stacy Rasgon, Bernstein upgrade was released last Thursday right after the market closed. He upgraded from $22 to $28.
June 26, 2014, 5:05 P.M. ET
Intel: Bernstein Ups to Hold; Market Didn’t Care About Short Thesis
Bernstein Research’s Stacy Rasgon this afternoon raised his rating on the shares to Market Perform from Underperform, and raised his price target to $28 from $22
Don't you mean 40% "PRICE" ???
The INTC "VALUE" is much better than the INTC "VALUE" when at the record highs.
I am trying to figure out why they don't AT LEAST release a driver that allows the GPL community to gracefully upgrade to their proprietary driver. The other way would be to know if there was a Linux distribution with better support. I have installed so many times that I have a second disk with all my work on so I install on one drive and then just set up the mount points after installation.
I will vote with my $$$$ and buy the one that works within my power envelop .... which is a 450W power supply (which has two extra power cables for the PCI boards).
My new CPU arrives this afternoon so I know what I am going to be doing this weekend.
Technical indicators provide lots of data. The information that is extracted with TA is important. The difference in opinion is "WHAT can be extracted?" and "WHAT does it mean?"
My opinion is that the TA indicators are used by lots of people. If you get a herd of people behaving similarly, they have the power to influence, to some extent, events. One has to be aware that their pressures will always be present.
It would unwise to ignore the opinion of these people. It would be better to know they exist. Know what their behavior will be. Use this information to help determine what the future might look like.
All of this is more "art" than "science".
I watching the high RSI. I have never seen an RSI that high before. I am sure it gets there on some stock every day.
IMO, NEWS trumps TECHNICALS and distorts their meaning.
The Intel restatement of Second quarter AND FULL YEAR results is sort of news.
I am not saying to BUY, SELL or HOLD because that depends on the situation of each individual.
.... but my question dealt with the original message that it "isn't always the wisest thing to hold thru the weekend.". I simply asked for an example to support the assertion.
I gave an example of when the statement was false. I simply asked for an example of when the statement was true.
When was the last time a "hold thru the weekend" was a BAD IDEA?
The last time holding through the weekend was a GREAT IDEA was June 12, 2014.
Jun 12, 2014 1:05:43 PM PT
Intel Raises Second-Quarter and Full-Year Revenue and Gross Margin Expectations
I posted an answer but not sure if you can see it. SIGH!
Summary .... I paid $799 last year and that is the price available with a coupon. 8gb memory and 1tb disk.
If I look at the motherboard specs, they all say LGA1150 socket and Haswell CPU, so I expect that any Haswell system with sufficient power supply (88W) and cooling .... can be upgraded. That should include i3, i5 and i7 systems. I would double check this before committing funds.
Your 3 reasons make sense. Intel has never changed the code name for those type of changes in the past. They would just call it HASWELL. Seems strange.
Not a gamer, unless Candy Crush qualifies me. Just someone fascinated with the rapid changes in technology and business. I was interested in the Haswell TSX/AVX2 and there performance implications, so I bought a Dell Haswell i7 4770 system on sale and installed Linux.
Interestingly, the newest Intel compiler will compile heterogeneous code that will use both the CPU and their GPU. That will make it easy to do what NVDA and ATI make it hard to do. To get access to the resources of the NVDA or ATI GPU, you need to install their proprietary drivers, but the Linux versions are not integrated into the Linux distribution food chain because they are proprietary. Ugh!
The new chip is called "Devil's Canyon" and NOT a Haswell on Intel's Ark website. My DC has been pre-ordered but I have not received it yet. I am going to replace the 3.5/3.9GHz 4770k with the 4.0/4.4GHz part.
I have been scratching my head how Intel got a 14% ( 1/7th ) performance boost and fit effectively the same power envelop .... only adds 4W ... from 84W to 88W. I thought maybe it might be a 14nm optical shrink of a Haswell chip but Ark says 22nm.
A very nice performance pop for the price, IMO.
"No way is Rasgon being couageous or noble.
What choice did he have after Intel raised Q2 "
In the past, the analysts have said "its a one time event" or "Intel management is wrong" or "I see server margins detraining" or do what Covello is doing ...
MAINTAIN the rating and .... PT+$1
There are many, many ways around what Rasgon did.
I give Rasgon tremendous credit for being up front enough to admit that his strategy simply did not work. Step back and think about the last time you heard someone with enough courage to say something like that. I have never seen it.
I would value honest input from someone who believed a short strategy to balance my optimistic thinking. Instead, alt there is ...... is the "cowardly lion" crew who just repeatedly post the one-line-copy-paste junk.
There is a longer article in barron's about Rangon being short and .... giving up.
Bernstein bumped PT to $28 from $22 ..
Bernstein upgraded Intel from Underperform to Market Perform with a price target of $28.00 (from $22.00).
Thanks ... I appreciate the response. I have always shied away from the leveraged funds, but I might look at some.