Intel Corporation Message Board
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I finally gave in and went with a non Intel smartphone the Razr M.
But that is as close as it gets to the Razr i which is powered by Intel.
So far, i like it more than my iPhone original which has pretty much become a piece of junk for me.
In time I believe Apple's iPhone faces challenges, especially if others are concentrating on Intel chips.
As soon as Intel introduces its phones in the US, I will switch.
As for tablets, I just don't see a need for one if I already have a smartphone and a laptop.
But if I did by a tablet first, I will be definitely missing the ease of use of my laptop.
Intel definitely has it right, it just will take some time for investors to see it.Sentiment: Strong Buy
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They just went up another 5% Friday due to increase in dividend and buyback announcement.
They currently enjoy nearly twice the valuation of Intel.
Yet Intel has better numbers and better growth than TXN.
And TXN recently gave up on the Omap which analysts think was a huge growth area due to mobility products.
Whatever valuation is fair for TXN, I think that Intel at least deserves a better valuation.
What do you think?Sentiment: Strong Buy
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Samsung abandoning their Exynos (A15) chips for their next Galaxy products could mean exit from SoC design business
by bacbacker •Feb 26, 2013 10:29 PMSamsung is already using Intel chips in its tablet with attachable keyboard at Bestbuy.
The tablet looks just like the Galaxy tablet and it connects very nicely to a keyboard turning it into a tablet. Best thing is that it runs all the microsoft software. So Samsung has already beat Apple to having best in class chips for their tablets. With Google's help, Samsung could really leave Apple in the dust.Sentiment: Strong Buy
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" best thing to happen to intel was the ARM tablet revolution, as this has opened up a huge market, that intel is ready to exploit."
[As many analysts say that the tablet is cannibalizing PC, your statement is much closer to the truth. The PC may have dropped in sales by about a few percentage points in the past year, but is still higher than the point when the iPad started selling about 2 years ago. PC chips are still selling near 400 million units a year. So they dropped by about 10 or 20 million units year over year, but as you said, Intel has a whole new market to exploit increasing their overall chip sales significantly. As time goes by and Intel improves its mobile chips at an accelerated pace, they may gain well over 100 million unit sales in tablets and smartphones. In fact, Intel is targeting over 50 percent of the smartphone market alone. I don't mention the tablet market, because their will be a cloudy line between the formfactor of the tablets and the laptops due to many being convertibles. And the smartphone market is approaching 1 billion units a year which could give Intel a whole new revenue stream of over $10 Billion a year. Market has Intel not growing revenue at all at the moments for the next 2 years. Of course the reinvention of the PC will allow Intel to maintain a healthy shipment of PC related chips and the huge need for servers to allow smooth performance in mobile products will allow Intel to grow its server base by double digits each and every year for at least the next 5 years.
The potential of huge growth is certainly there for Intel, but many analysts still sticking to their stubborn gloomy outlook.Sentiment: Strong Buy
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No word yet from Lenovo, but this is what we know from their website.
They have two models, one is 11 inch with Nvdia processor and the other is a 13 inch with Intel Core processors. The Nvdia version which operates on a windows RT OS was introduced at $949 during the holidays.
The Intel version which runs on a full Windows 8 OS was introduced at $1329 during the holidays.
From the two, the 11 inch non Intel version has only 3 reviews by customers, with about 4 stars.
The 13 inch Intel Core version has 73 reviews with about 4.5 stars.
This alone could be telling us that more have bought the Intel version.
With a review ratio of 73 to 3, I would say quite a bit more.
Also, Lenovo currently has a sale with a $30 coupon on the 13 inch Intel version.
Whereas they have a whopping $350 coupon on the 11 inch version.
They are cutting the price of the ARM version by about 12 times over the Intel version.
That's gotta tell us something too.
At least at Lenovo, things don't seem good at all for ARM based products.Sentiment: Strong Buy
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Looking at their tablets, they sell their thinkpad tablets only with Intel processors.
With their ideapad models, they have 3 version.
The Lynx k3011 is an Intel Atom version.
It's a new model and is priced with no coupons.
The A series is the cheapest with Nvdia processors and is priced with a $70 coupon.
Nearly 40% off of the cheapest choice.
The S2110 versions have Qcom processors, are the second cheapest versions, and are priced with a $160 coupon.
That's nearly 30% off.
So this tells us that even though Intel versions are the most expensive, they must be much more in demand since no coupons are necessary to sell them at this point.
ARM versions much be doing pretty bad to require such large discounts with coupons by Lenovo.Sentiment: Strong Buy
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By the way, the thinkpads versions, both of which are only powered by Intel Atom processors have no coupons available. Meaning that they must be selling pretty well.
At least well enough for Lenovo to not bother offerring any discounts.Sentiment: Strong Buy
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Until Samsung Has FinFET, Samsung Doesn't Have Butkus
by wallisweaver •Mar 3, 2013 10:01 PMVery simple yet makes the most sense.
Doesn't matter how much money Samsung makes, they just don't have the expertise that Intel currently has.
Samsung may be making billions right behind Apple with their gadgets and toys, but investors will in time realize that Intel's 3 to 5 year lead in fabrication is priceless.Sentiment: Strong Buy
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ZTE is now collaborating with Intel to produce cutting edge smartphones.
Lenovo making a huge splash themselves with the K900 Intel based smartphone and being China's number one PC manufacturer, with over 1.3 Billion population.
And Motorola, being a Google company, having a multi year contract to produce Intel based smartphones while Google itself is optimizing its Android software to work with Intel chip.
These are huge developments for Intel in the smartphone arena.
Yet ARM thinks Intel will not be a major player in the smartphone market.
The fact is that Intel will eventually command over 50 percent of this market.Sentiment: Strong Buy
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As a reminder, his exact words on the day of November 20, 2012 were:
"SELL HPQ AND BBY NOW!!!"
As of today, HPQ is up over 79% while BBY is up over 56%.
And he most recently, about 2 days ago, reiterated a sell on HPQ.Sentiment: Strong Buy
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ZTE is number 4 smartphone manufacturer in the world.
by paul.ottelini •Mar 6, 2013 8:58 AMI haven't seen this article, but if you can then by all means cut and paste my post as a response to the article.
Sentiment: Strong Buy
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The main reason is that Intel's investments are mostly front ended this year where they are planning huge investments for future gains in all types of computing device from smartphones all the way up to servers.
Intel is very confident in its capabilities of gaining some serious market share given their technological advancements. So the lower bottom line numbers are mostly due to investing in capex for the future. Analysts complaining are being hypocrytes here. Because if Amazon doe it, they say it's okay.
And before anyone brings up Amazons revenue growth, that part of the story is due to Amazon pretty much doing what Warren Buffet doesn't like. Which is "Selling a dollar for 50 cents".
Intel is basically investing in a huge success in mobility and very much necessary growth in servers which they are very confident of. Investors would be much wiser to pay attention to Intel's current actions and words rather than what any analysts have to say.Sentiment: Strong Buy
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Intel already proved this piece of #$%$ wrong when it went from $15 to $29 while this idiot maintained sell rating all the way.
He will always set a price target below the stock price. So as the stock goes up, he raised his stock price but keeps it below to maintain his sell rating.
Tries to give a negative spin to anything Intel may do or encounter.
James Covello has got to be one of the biggest slimiest #$%$ of the analysts in technology.Sentiment: Strong Buy
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There is still much speculation as to who might win Apple, Inc.'s (NASDAQ: AAPL : 428.33, -0.02) mobile processor business for 2014.
Intel Corporation (NASDAQ: INTC : 21.65, 0.01) might be the front runner for manufacturing Apple's next-generation mobile chips (tentatively called A7) after it got a high volume foundry customer in Altera Corporation (NASDAQ: ALTR : 34.975, -0.065).
Since Intel already makes chips for MacBooks, it won't be difficult for Apple to shift its mobile chips supply to Intel.
Intel, whose chips power about 80 percent of PCs, is trying to diversify from its core business and sharpened its focus on foundry business, which has been in the back burner as Intel predominantly made its own chips rather than making them for others.
Moreover, the consumer shift from PC to tablets and smartphones have resulted in weak demand for PC, which is Intel's forte. With Altera deal in place, Intel may be eyeing Apple, which is one of the largest semiconductor consumer.
Intel is highly regarded for its manufacturing capabilities and its technology advantage should help the chip giant make gains in foundry services and perhaps more significantly in mobile devices. Moreover, Altera deal in itself is a validation of Intel's manufacturing advantage.
As Intel has publicly stated it has yet to commit material capex to its foundry business, any mobile products sold to Apple would need to be a standard product or customized variant thereof.
"As Intel's business model preference is to get paid for both process and architecture, we believe an arrangement with Apple near-term and even longer-term may be based on Intel selling offshoots of its base mobile platforms," UBS analyst Stephen Chin said in a client note. -
Although, there is one hiccup. Apple designs its mobile chips via technology licensed from ARM Holdings, a key rival to Intel's x86 architecture. While, ARM-based chips are found in almost every mobile device, Intel's own technology has lagged behind mobile chips.
If Intel manages to convince Apple to deploy x86 architecture on Apple chips, then it would be a killer deal for the semiconductor giant.
For Apple, it is high time to diversify its supply chain from Samsung, which is the lone supplier of microprocessors used in the iPhone and the iPad. But, the Korean technology giant has become Apple's biggest competitor in both smartphone and tablet categories. In addition, both technology giants are fighting out in courts alleging of patent infringement against each other.
Korea's Samsung is expected to widen its lead over Apple in global smartphone sales this year. Samsung is estimated to capture 33 percent share of the 2013 smartphone market while Apple will hold 21 percent, according to research firm Strategy Analytics.
With Samsung's smartphone sales growing at a rapid pace, Samsung may prioritize the supply of its own parts over Apple's in case of supply shortage. In this scenario, it would be wise enough for Apple to move its mobile chips manufacturing away from Samsung, and Intel would be a perfect replacement.
Also, the high demand for Apple's devices makes it a must to have additional suppliers. Pressure on the existing supply chain would be higher given Apple's expansion in China and India and rumors of a cheaper iPhone. So, having an additional supplier gives more choices for Apple and mitigates the risk of not meeting the demand.
If Intel wins Apple's chip business, it could be a significant revenue boost as analysts expect Apple to ship 180 million iPhones and 110 million iPads in 2014. In fiscal 2012, Apple sold 125 million iPhones and 58.3 million iPads.Sentiment: Strong Buy
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Lenovo to launch first Intel-platform 5.5-inch smartphone in China
by wallisweaver •Mar 13, 2013 2:55 PMIntel already hooked up with the number 4 smartphone maker ZTE which could experience huge growth in China. But Lenovo has already stated that they intend to be number one in China, passing Samsung.
These two alone could be huge for Intel. When Lenovo does take number one or gets very close while ZTE maintains its current strong position or higher, both Apple and Samsund will have to ditch ARM based phones to compete. -
This was one article on May 19, 2011.
Why Goldman Sachs Just Dropped A Huge SELL Rating On Intel
The most dramatic call you'll see today: A big fat SELL rating on Intel from Goldman Sachs.
A blue chip firm putting such a negative rating on a blue chip stock that's been doing great always deserves some attention.
Here are the key points behind the rating from Goldman's James Covello:
The 22% M/M growth in the stock post-earnings is way out of line.
Processor shipments are going to slow over the course of the year, in part because processors have been outselling PCS, and thus there's a catch-up effect.
Due to average selling price declines and excess capacity, 2012 sales will be flat.
Increased competition from ARM-based processors in tablets will also hit the company.
In a related note, Goldman also has bearish commentary on the rest of the semiconductor industry:
Inventory at all notebook makers are growing.
2010-2012 period is seeing huge capacity increases for the whole industry that will lead to oversupply.
During past cycles, equipment orders declined in each of the past two quarters following the cyclical peak.
The firm also downgraded KLA to Sell and Applied Materials to Neutral.
Intel stock on May 19, 2011 was $23
KLA stock was about $41
And AMAT was about $14.
The only one he got it right on was AMAT as the stock went down in the next 12 months.
But Intel went to $29 in 12 months which is a 25% rise
While KLA went to $46 which is a 12% rise
So only 33% correct.
You could do better in Vegas going red or black on the roulette wheel.
Now he expects Intel to drop to $16, after Intel makes some huge advancements in the cell phone market.
What a joke of an ANALyst!Sentiment: Strong Buy
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But he hated KLA at $41 and gave it a sell rating, now he likes it at $52?
Sentiment: Strong Buy
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The last time Goldman had a buy rating on Intel was prior to October of 2008.
When the stock was $24 on August of 2008, Goldman Sachs had a buy rating and waited tile it dropped to $16 on October 20, 2008 to drop it to a Neutral. The stock went down for some months but in the end it rose to $20 in less than a year. So they basically allowed the stock to lose about 35% in value before cautioning their investors.
On December 13, 2010, they maintain a Neutral rating on Intel while the stock traded at $21.50 a share. So at that point, their downgrade from buy to Neutral cost its investors about a 35% potential gain. That sounds like a strong buy to me.
Then on April 20, 2011, they maintain a Neutral on the stock when it was at around $21.50 a share. Right after it rose about $2 because of strong earnings. In lestt than a month, the stock reached almost $24. So they missed their investors another 10% gain in less than a month. Again, that sound like a strong buy to me.
Then on May 19, 2011 they slap a big fat Sell rating on the stock while it was around $23.50 a share. Less than 5 months later the stock creeps up to $24 a share when they again maintain a Sell rating and set a $22 target price on October 19, 2011.
Less than a month later the stock rises another $1 to $25 when they again maintain a sell rating with the same $22 price target. So in less than one month, investors who listened to this clown Covello missed another 4% pop. Which is at an annual rate of 48%.
Less than 6 months later, on May 3, 2012, the stock hit a high of $29.27.
So the sell rating cost Goldman clients about anothe 17% rise in less than 6 months.
Again, that sounds like a strong buy to me.
So after all this, they still maintain a sell rating but have lowered their price target to $16.
Given the past record of Goldman Sachs, and more specifically James Covello, on Intel, how can anyone give this clown any credibility?
Intel is by far is the best chip company in the world.Sentiment: Strong Buy
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Wallis,
Don't you think that number is alot better than Kindle's Fire sales?
So Microsoft could be experiencing alot more interest in its Surface Pro when the price alont with volume is taken into consideration against the Kindle's price and volume.
We may be even beating Kindle's Fire in volume alone.
So even as Kindle is selling its tablets at below cost, they still are struggling, yet their stock price suggests that they may be having huge success.
I think time will settle these confusing issues.
The key for Microsofts success obviously is the versatility of the Surface Pro using Intel chips over the not Intel ones.
The market need not look at tablet sales in general but the iPad sales only when it comes to non Intel based tablets.
And before anyone cites the success of Galaxy tablets, I would question why Samsung has decided to start offerring at least one tablet with Windows 8 OS using and Atom chip.
In other words, even with their tablet offerring, Samsung in some cases is choosing Intel's Atom over its own chips. That's telling alot about where this story could be headed in the near future.Sentiment: Strong Buy