Intel's worst nightmare is having a Chinese company buy AMD. They have deep pockets & dont actually follow IP law exactly by the letter of the letter of the law if you know what I mean.
He's the most influential tech writer in the business. Stock down as a result.
I agree. I've given up hope. At this point, Apple is more of an enemy than an ally. Cook has never liked Intel & treats them as just another commodity supplier versus a strategic partner. Its just a matter of time before Apple feels its ready to convert all its product lines to its own CPU lineup. Most of the blame falls on Paul O & Brian K. is just following the party-line & is hardly a strategic thinker willing to take risks. The company is simply not innovating. Intel is in trouble.
LoL. Video on a T-Mobile connection...Gee, what a great consumer experience that will be. TMUS & S are getting desperate as they dont have the scale or the network to compete.
Pedestrian argument as it totally ignores the Content owners & their incentives. Listen to Disney's call this past week & you'll hear that pay TV is alive & well for the forseeable future.
Disney CEO last night was praising cable/paid TV. There will always be the desire for real-time news & sports TV, local content in the living room, experience. It will never be an either/or. Smalls tries to scare people by saying the trend is cord-cutting. While technically true, its still a minuscule market and has not made a dent in paid TV subscribers.
very disappointed with management's vision told yesterday. No growth in 2016 & going after the millennial buyer?? With AOL content? T has the better growth going forward from the leverage from the DTV purchase.
Apple has basically maxed out all the customization & performance gain it can from its CPU design. Its still an arm-based design & as such will never scale in performance to what an x86 can do with software.
The man has more influence than USB (who raised their Intel price target today).
Shareholders continue to get Scre$$#ed.
No way to grow fast anymore. $750B market cap. Are you kidding me?? Flat to down stock price for the forseeable future. The paltry dividend not enough to hold it.