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Intel Corporation Message Board

ideal_invst 28 posts  |  Last Activity: Dec 1, 2014 11:49 AM Member since: May 9, 2011
  • Reply to

    A.E. single-handedly took Intel down lol

    by warreneast61 Oct 30, 2014 10:55 AM
    ideal_invst ideal_invst Oct 30, 2014 1:35 PM Flag

    I didn't notice any other possible reason for this slide, which may be very temporary as far as Intel is concerned.

  • Reply to

    A.E. single-handedly took Intel down lol

    by warreneast61 Oct 30, 2014 10:55 AM
    ideal_invst ideal_invst Oct 30, 2014 1:34 PM Flag

    I think this is due to Samsung's Q3 results. Folks may be dumping due to the weakness in Samsung's mobile results - not realizing that Samsung's share is slipping and others including ASUS (which uses a lot of Intel chips in its Zenphone and tablet lines) are gaining at Samsung's expense.

  • ideal_invst ideal_invst Oct 29, 2014 11:30 AM Flag

    Intel is in high-volume on 14-nanometer, but even it is seeing challenges
    Intel is building chips on its own 14-nanometer process today. While the phrase "in high volume manufacturing" implies that Intel has good yields, CEO Brian Krzanich did point out on Intel's most recent earnings call that the yield rates there aren't where Intel would like them to be.

    That said, Intel did show a chart in its Aug. 11th 14-nanometer technology disclosure that showed Intel's 14-nanometer process is pretty darn close to where its highly successful 22-nanometer process (and presumably lead product) was at the same point in its life cycle.

    Source: TMF

  • Intel Corporation's FinFET Leadership Looks Intact
    By Ashraf Eassa | More Articles | Save For Later
    October 28, 2014 | Comments (1)

    There has been plenty of chatter among investors that Intel's (NASDAQ: INTC ) chip manufacturing technology lead over the rest of the industry could be set to "shrink." This speculation is mainly due to the two major semiconductor foundries -- Taiwan Semiconductor (NYSE: TSM ) and Samsung (NASDAQOTH: SSNLF ) -- having been optimistic about their progress in developing their respective 16-nanometer and 14-nanometer chip manufacturing technologies.

    However, after listening to the earnings call of chip equipment vendor Ultratech (NASDAQ: UTEK ) , it's clear to me that neither TSMC nor Samsung quite has the FinFET transistor structure (which promises higher performing transistors at lower power) figured out. This, as far as I can tell, strongly suggests that Intel's manufacturing lead remains intact.

    Let's take a closer look at the evidence.

    Another order push-out for Ultratech
    Ultratech is a chip equipment company that has missed revenue estimates for multiple quarters as orders for equipment related to the manufacture of FinFET chips keep getting pushed out. Unsurprisingly, the company just reported yet another huge revenue and earnings per share miss, claiming that "a major logic manufacturer delayed their FinFET ramp."

    In particular, the company had expected to ship tools to this major logic customer (a reasonable guess would be that this is Samsung), only to have that order pushed out yet another quarter.

    Why the push-out?
    The reason these orders were pushed out is simple: The major foundries still don't have viable yield rates on their respective FinFET processes. In fact, according to Ultratech CEO Art Zafiropoulo, the yield rates at the major foundries is between 10%-20%. This is nowhere close to acceptable for high-volume production at reasonable cost.

  • Reply to

    Microsoft has Windows Server running on ARM

    by theblueredmonk Oct 28, 2014 9:33 AM
    ideal_invst ideal_invst Oct 28, 2014 4:15 PM Flag

    If you think Intel can hit every niche, think again...Like I said, it's not just about CPU...

    I might not have been clear. The mobile market made it clear that Intel will have to target every segment that is sizable or has the potential to be sizable. Other companies can fight for scraps.

    Calxeda was a startup... Some of the others have their own existing markets where they are migrating designs to V8 (such as Broadcom). What about the likes of Google, and Amazon

    I was talking about merchant vendors, not companies doing it for their own use. Except for tiny niches which Intel wouldn't care for, I doubt merchant vendors would have the stomach to get in and compete with Intel. Regarding Google and Amazon, they will have to do a buy-or-build analysis to see how they far they want to sink focus and resources into it.

  • Reply to

    Microsoft has Windows Server running on ARM

    by theblueredmonk Oct 28, 2014 9:33 AM
    ideal_invst ideal_invst Oct 28, 2014 11:49 AM Flag

    I have the same question as angstromatic on why Intel cannot segment by customer and workload. Especially with its foundry approach, Intel can target, segment and price for every niche!

    Regarding investors/stockholders taking that risk, yes, they did because they thought they could do a run around Intel. Calxeda ran out of runway. and the others soon will. Because BK's mantra is "If it computes, it does it best on Intel Architecture". He is not going to cede any niches to ARM without a fight and he has the cash cow products to support him in this battle.

  • Reply to

    Microsoft has Windows Server running on ARM

    by theblueredmonk Oct 28, 2014 9:33 AM
    ideal_invst ideal_invst Oct 28, 2014 10:36 AM Flag

    Sure, ARM or any of the hardware OEMs may fund the effort. Or, Microsoft itself can invest into doing this.

    The key question is whether it makes business sense:
    (1) Would any company want to compete against a juggernaut like Intel which has close to 80% of the server market?
    (2) What if Intel just drops the price to "at cost" for these wimpy core chips (sort of like it is doing for mobile now) since it has the higher end server and core chips to keep its business and factoring going - can your business survive that?
    (3) Would investors/stockholders want to take that level of risk?

  • Reply to

    More Apple Worship For Essa

    by mega.hurts Oct 7, 2014 9:43 AM
    ideal_invst ideal_invst Oct 7, 2014 10:55 AM Flag

    Well, I have a different view. I think 2-in-1 devices, especially detachables, are definitely the future. One device, one data store....and usage flexibility available at any time.

    The current crop of "performance" 2-in-1s (not Bay Trail), which were primarily based on Core i3-7, definitely suffered from high wattage and low battery life compared to pure tablets. The Bay Trail-based 2-in-1s, though successful with T100-type machines, lacked good performance as laptops. With Core M-based 2-in-1s, performance will be good for laptop use and battery life will be good for both tablet and laptop usage.

    As for smudges and fingerprints, one could use a stylus while using the device as a tablet...and even if you use your fingers, a quick wipe with a screen cleaner and a soft cloth should do the is a pretty easy fix!

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