Recent

% | $
Quotes you view appear here for quick access.

Intel Corporation Message Board

wallisweaver 855 posts  |  Last Activity: 18 hours ago Member since: Jan 21, 2008
  • According to Digitimes, the mobile chipmakers are looking for cheaper alternatives. The list of potential candidates is not too long – basically the companies could choose UMC, SMIC or Globalfoundries.

    These three foundries are said to have obtained more 28nm orders as of Q1 2015.

    28nm is still good enough for many outfits
    While TSMC’s 20nm and 16nm nodes are attractive for some high-end SoC designs, they don’t make much sense in other market segments.

    The bottom line is that an average FinFET SoC is bound to cost 2-2.5x more than a planar 28nm part. Prices of mid-range SoCs have tumbled by about 20% last year, so every penny counts – literally.

    This is particularly true of the immensely competitive Chinese market. Most Chinese smartphones ship with 28nm parts, and most of these are low- to mid-end SoCs with four or eight Cortex-A7 or Cortex-A53 cores.

    Shifting these products to any new node in 2015 simply does not make much financial sense, so Fudzilla expects 28nm to remain the node of choice for all cheap SoCs this year, and probably for the first couple of quarters of 2016.

    [What we already knew - ARM latest nodes are too expensive.]

  • The share value of Taiwan Semiconductor Manufacturing is falling faster than a team of free fall parachuting elephants who have forgotten to pack the key ingredient of their act.

    More than four analysts published reports saying a stronger US dollar may weaken smartphone chip demand.
    Analysts at HSBC Holdings and Citigroup said that TSMC sales of chips might not be as strong as it had expected as demand and mobile device demand will soften.

    MayBank Kim Eng Group and Credit Suisse also predicted the global chip foundry industry will miss TSMC's forecast for 12 percent growth.

    From Fudzilla

  • Microsoft hasn't given up on the idea of a mini-me version of its successful Surface Pro 3 convertible, according to a rumor from WinBeta. But a Surface 3 model won't follow in the Surface 2's wobbly footsteps by packing the RT version of Windows. Instead, it will reportedly take a page from the latest Macbook and come with an Intel Atom or Core M fanless CPU and a full version of Windows 8.1, upgradeable to Windows 10. That means it could hit a lower price point than the Surface Pro while maintaining standard Windows compatibility -- the lack of which effectively sunk the Surface 2.

    As we recently learned, Microsoft appears to be phasing out Windows RT, saying future versions will have, at best, just "some" Windows 10 functionality. It also reportedly killed a Qualcomm-based "mini" RT version of the Surface just days before it was set to launch.

    From Engadget

  • Reply to

    Why Now Is the Time to Buy Intel

    by wallisweaver Mar 25, 2015 12:44 AM
    wallisweaver wallisweaver Mar 27, 2015 9:49 AM Flag

    1.) Stock is stupidly oversold.
    2.) Windows 10 to be released in July.
    3.) Intel Compute Stick coming with Skylake-Y - a huge market for Intel. Initial launch in April.
    4.) Push into mobile. "The company expects its mobile group to break even in 2016."
    5.) Intel built-to-order Xeon D chips. Another big success.
    6.) Micron and Intel Unveil New 3D NAND Flash Memory.
    7.) Microsoft chops price on Surface Pro 3 tablets - again.

  • wallisweaver by wallisweaver Mar 27, 2015 9:42 AM Flag

    Another day of big mouths, no buys.

  • Apple released refreshed and new version of its MacBook lineup including the 2015 MacBook Pro edition but expectations about another Pro model around July remain high. Among the highly anticipated changes would be Intel's processor Skylake.

    Previous reports noted the considerable improvement features of the Skylake thus the anticipation over its release. Many computer manufacturers including Apple will likely update to it making sure their devices function as fast as possible. The Skylake architecture based on the 14nm process should also offer better GPU performance. The promising features of the Skylake make it a "logical" choice for Apple.

    From IBT

  • Intel rolled out the Knights Landing, its next-generation Xeon Phi multi-processor chip with three times the performance of its predecessor at 3TFLOPS. The Xeon Phi Knights Landing uses a 2D on-chip mesh interconnect and touts Intel's new Omni-Path off-chip communications.

    Until now the Xeon Phi has been mostly used in supercomputers running naturally parallel applications, but many new features in the Knights Landing version may appeal to users running engineering and enterprise workloads. For instance, it is now a stand-alone chip and does not have the need for complex software running on a regular Xeon to supervise it.

    From EETAsia

  • Reply to

    Why Now Is the Time to Buy Intel

    by wallisweaver Mar 25, 2015 12:44 AM
    wallisweaver wallisweaver Mar 27, 2015 12:51 AM Flag

    1.) Stock is stupidly oversold.
    2.) Windows 10 to be released in July.
    3.) Intel Compute Stick coming with Skylake-Y - a huge market for Intel. Initial launch in April.
    4.) Push into mobile. "The company expects its mobile group to break even in 2016."
    5.) Intel built-to-order Xeon D chips. Another big success.
    6.) Micron and Intel Unveil New 3D NAND Flash Memory!!!

  • Another day of Lucy pulling disappointment out of the jaws of hope.

    Lucy, if you don't want to be disappointed then plan on being wrong every day. That's enormously reliable.

  • Reply to

    LucyInTooDeep Once Again Demonstrates

    by wallisweaver Mar 26, 2015 4:08 PM
    wallisweaver wallisweaver Mar 26, 2015 4:09 PM Flag

    Lucy thinking:

    "What's ABSOLUTELY IMPOSSIBLE is for Intel shares to reach $22."

  • That he knows nothing about Intel.

  • Nvidia received a downgrade Monday from an analyst who is bullish about the chipmaker's technology but concerned about the expiration of a six-year licensing deal with Intel. Goldman Sachs analyst James Covello in a research report today downgraded Nvidia to sell from neutral "ahead of a licensing cliff and slowdown in core markets." He has a price target of 20 on the stock.

    Nvidia stock was down about 3%, near 23, in midday trading in the stock market today. Nvidia stock has climbed 11% over the past 90 days.

    Intel and Nvidia signed a six-year cross-licensing settlement in 2011 in which Intel agreed to pay Nvidia $1.5 billion in licensing fees.

    Covello says if the licensing agreement isn't renewed, Nvidia will see "a step down in earnings per share (30% of earnings before interest and taxes), GPU (graphics processing unit) growth is likely to decelerate this year given near-term risks to personal computer original equipment manufacturer sales (20% of total) and gaming growth will likely normalize lower."He expects Intel's final cash payment to be made in January 2016.

    From Investor's Business Daily

  • More surprises for the pinheads. Good thing they can't afford to be investors.

  • wallisweaver by wallisweaver Mar 26, 2015 3:59 PM Flag

    has suck chest wound. crash early. no wait $55.

  • No one wants to hear tired old toothless advice from those without the backbones or money to trade.

  • Reply to

    Depression?

    by stockjock44 Mar 26, 2015 9:50 AM
    wallisweaver wallisweaver Mar 26, 2015 11:16 AM Flag

    "unfortunately, most know that whenever Intc gets to $35 or higher, it is a HISTORICAL sell signal."

    [What is that - a twenty year strategy? The pattern doesn't occur enough to even be remotely playable.]

  • Reply to

    Bargains Galore as the Market Goes Wacko

    by wallisweaver Mar 26, 2015 9:55 AM
    wallisweaver wallisweaver Mar 26, 2015 10:12 AM Flag

    "INTC is still not a bargain at these prices. Neither is SNDK."

    [Look at the chart, pinhead.]

  • You just can't fix stupid.

    Twink and Getanid61, this post is for you.

  • Okay, had to do a little buying today.

    Who bought some ARM today? Let's see the hands.

    Wall Street still has lots of $55 shares it wants to unload.

  • wallisweaver by wallisweaver Mar 26, 2015 9:53 AM Flag

    And Grandpa Tiglet back in the woodshed.

INTC
31.27+0.0700(+0.22%)Mar 31 4:00 PMEDT