Its becoming clearer by the day that foundry-produced ARM chips simply will not work as a business model as performance pressures increase for mobile. I wouldn't be surprised if Apple bought a fab of its own very soon. Essentially, its created its own exclusive partnership right now. Intel has a small opening but their mobile designers have let the company down year after year.
If a Chinese company buys AMD, all bets are off. Would be a huge headache, distraction & cost to Intel investors.
Someone needs to stop the Board from pursuing an incompetent strategy. If Intel hasnt gotten mobile right by now, they never will.
Losing $5B a year?!? Gimme a break. Stock would be at $75 if they stopped chasing a lost dream to get into mobile. Intel lost to ARM in mobile because of Paul O's incompetence & there is nothing they can do about that now except focus on other growth areas.
It will be a 1-2% hit minimum. Doesnt matter how much the CFO hedged. No one could have anticipated this strong of a dollar.
something to think about. I think INTC is down mostly to the very bad China news.
This has huge implications for Intel. China is 1 of Intel's largest markets. Thats what we get for having a weak leader the past 6 years. We just turn a blind eye before its too late.
Most Americans agree with the Repubs on immigration policy - not Obama. Obama is pulling this stunt to force Repubs in a corner to get the "minority" vote.
That's the clear message today from Intel's dividend increase & forecast going forward. ARM has about zero chance of making any inroads in servers, while Intel will do what it takes to take any share in SOC mobile chips.
Basically, Intel is subsidizing huge losses in mobile from profits from corporate IT refresh. Paul O's horrific decision with regard to Apple IPhones probably cost shareholders about $250B in market cap. Intel management should be embarrassed.
Just in 2014. Unacceptable. Get out of SoC mobile immediately & give the $$ back to us shareholders. Continue to shrink x86 for thin laptops & forget about tablets and smartphones. Intel will double overnight if they said this. Paul O. blew it many years ago with mobile & there's no way to undo his mistake.
Warren is more electable than Hilary. As a Repub, I could only hope for 1 of these women to win the nomination.