AMD ARM servers have to worry about who's manufacturing the chips as well. Never hear any of the ARM or AMD pumpers mentioning this.
Doubt there are, but bet there are quite a few that bought in the 20's and 30's last year and (30's) this year and they're having one heck of a Christmas. I'd call those people savvy and smart.
I told my daughter about this loser on the Intel board that has bashed a stock for 3 years that's up 100 percent during that time. She said "Dad, when you get to be 50 or older, please don't end up being an Internet and sore loser like that guy." LOL, I told her some people just have false pride and it's a really ugly character trait. Peace!
What did Wallis say? I bet the dork corrected my grammer or said something about Humpty dropping 30 cents today, convenienct forgetting that it's up like 130 percent since he first started recommending people sell it. He's as bas as Wang.. Poor schlep. Have a good night!
He wants Intel to lose Server share to ARM and will do whatever it takes to try and help it along...
In a report published Monday, Evercore Partners analyst Patrick Wang reiterated an Underweight rating and $20.00 price target on Intel Corporation (NASDAQ: INTC [FREE Stock Trend Analysis]).
In the report, Evercore Partners noted, “After several days of IDF keynotes and meetings with Intel execs and industry contacts, we come away unchanged in our thesis for several reasons. (1) Current PC trends remain choppy. (2) An attractive Bay Trail platform ought to re-kindle investor concern for Core i3 cannibalization. Even assuming modest share gains, it's tough to move the EPS needle. (3) LTE schedule remains unchanged – perhaps encouraging in light of BRCM's recent struggles. (4) We still see risk of pricing / margin pressure in DCG. While simultaneously raising Xeon ASPs, we hear that Intel has aggressively priced Avoton chips ahead of initial ARMpire SOCs. Nonetheless, we expect this effect to intensify over time as more competition will lead to lower ASPs / profits, even if Intel successfully manages to defend share.”
More on Evercore's downgrade of Intel (INTC -3.9%): Analyst Patrick Wang is worried about still-weakening PC trends, peaking chip prices, and the potential of Atom CPUs to cannibalize Core CPUs. Meanwhile, fellow Evercore analyst Rob Chira now expects PC sales to fall 10% Y/Y, worse than a prior 6%. Citi's Glen Yeung, who has cut his Q2 Intel revenue forecast to $12.61B from $12.9B (consensus is at $12.89B), says notebook production has been weak and Intel's back-end (assembly/test) supplier orders were flat to down 5% in Q2. (IDC on PC sales)
You said Patrick Wang spread the Google server chips rumor? You'll find this video interesting/disturbing. He downgraded Intel in July. Appears he's trying to keep the stock down so he doesn't look dumb on his downgrade for the back half of the year. Somebody needs to take this dirtbag to task if he indeed was the one spreading that rumor.
Windows 8 is awful and drove me to buy my first Apple PC - MacBook Air. I'll never go back. Thanks Goodness for Haswell and then 14nm, etc. as it would suck if Apple ditched Intel processors as they are picking up so many new people that MSFT pushed away. I think/hope we are safe because Haswell is a beast.
Phones are last because they are the smallest device and you get there last after shrinking the tablets down, solving problems, etc.. It's called "doing it the right way", not necessarily the fastest way.
I chuckled as it sounded like one of you two wrote this. Intel is starting to really impress me. Francois Piednoel said Phones would be last and I think it might be because all these tiny window's tablets are going to be all over the place and then all of the sudden the same devices will be a phone.