The question is "How long before MSFT gets around to launching it" Hope MSFT and INTC get their act together and launch it near term.
That would go a long way n explaining why 14 nm is delayed. Takes a while to make an extra couple million processors for a launch. Won't know till it happens, as INTC and AAPL will be quiet as a church mouse if it is true.
Couple of good points. Still wonder what Stacey was referring to at Barron's when he said: Material, when asked about the future. Could it be INTC will also fab for AAPL?
Wonder when AAPL will start using INTC processors for their ipads? Could they be announcing this later this month or next month?
You very well could be right! Stacey made 2 comments that drew my attention. First, he specifically mentions APPL by name when referring to manufacturing. Second, when asked what INTC is coming out with, he says its "material" and doesn't answer. Gotta wonder if a big announcement is coming soon, like next month.
I am writing to ask Intel management. What are you doing to protect shareholder equity? It would appear your silence during the earnings season has created a fire storm in Intel’s stock price. Over the last month you have let Wall Street extract 20 Billion dollars in shareholder equity without so much as any public comments. While Brian K. is doing a fantastic job from the manufacturing point, I believe he’s continuing a long tradition of ignoring stock prices and stockholder value. If this is temporary, it is one thing, however if it persists, it could be considered breach of fiduciary duty.
With Intel celebrating the 50th year of Moore’s law, you would think that management would be doing everything possible to showcase Intel in a favorable light and not allow Wall street to manhandle it and use it for their personal piggy bank at the shareholders expense. Something as simple as a phone call. Call the brokerage firm handling the buyback, and direct them to increase the buyback. Continue the accelerated buyback until the share price stabilizes, would be a step in the right direction. Another way would be a statement that Intel shares are undervalued and Intel will buy all or up to x number of shares at a specified price. A third way to handle it with the low interest rate would be to buyout the company and go private like Dell. This would also solve the problem of being held hostage in the Dow 30. By removing Intel from the Dow 30, the stock would most likely flourish, much like Alcoa did after they were kicked out of the Dow 30.
It is with great concern that Intel remains quiet and shareholder value continues to erode.
Looks more like an institution pushing it down to build a sizable position or someone driving it down to cover a short position. Either way, short interest is subsiding and each plunge in price gets steeper with fewer shares traded. Looks like the weak hands are abating and the climb may begin shortly.
Maybe. If Russ Fisher is partially right, that iPhone could be what propels INTC thru 40 in the next 6 months.
Good to see you figured it out. SSD's are replacing hard drives. The big sell off is contrived in my opinion to acquire a large stake of INTC cheap so they can ride it up for a handsome profit. You would think we have to be running low of weak hands. Even the short interest is subsiding.
TSM beats by 8 cents = up 8.69% / INTC beats by 8 cents = down 2%. TSMC reporting problems with 20 and 16 nm, no problem. INTC forcasting 14.7B +- 500M. vs 13.8 expected. Go figure.
NEW YORK (TheStreet) -- Shares of Taiwan Semiconductor Manufacturing (TSM) were gaining 6.7% to $22.47 Thursday after the chipmaker beat analysts' estimates for earnings and revenue in the fourth quarter.
TSMC reported earnings of 3.08 New Taiwan dollars a share for the fourth quarter, beating the Capital IQ Consensus Estimate of 3 New Taiwan dollars a share. The company reported revenue of 222.52 billion New Taiwan dollars for the quarter, a 52.6% increase from the year-ago quarter, and above analysts' estimates of 220.22 billion New Taiwan dollars.
Looking to the first quarter, TSMC said it expects revenue of 221 billion New Taiwan dollars to 224 billion New Taiwan dollars, above analysts' estimates of 205.11 New Taiwan dollars.
You missed your calling. You should have been in marketing at AAPL.
What would AAPL do? With yield problems at TSMC and their love hate relationship with Samsung, now a direct competitor X 2. Could this be good for INTC? I think so!
NEW YORK (TheStreet) -- Jefferies raised its price target on Intel (INTC) stock Wednesday to $50 from $45 and maintained their "buy" rating.
"Positive PC and server trends suggest 4Q14 and 1Q15 consensus estimates are too low," Jefferies said.
Media reports of Taiwan Semiconductor Manufacturing (TSM) share loss to Samsung (SSNLF) are consistent with Jefferies' Moore Stress thesis that Intel and Samsung remain "the last two leading edge semi manufacturers standing," which "opens the door" for Intel to take share in mobile processors as a foundry supplier to TSM's customers or a direct supplier to original equipment manufacturers.
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Separately, JP Morgan maintained its "overweight" rating on Intel stock today, citing improving PC/datacenter fundamentals, strong capital allocation, and margin leverage.