We’re a little over a week away from a big Apple launch event, which always seems to drum up talk about the so-called “post-PC era” we’re in. It is no secret that the overall PC market has taken a pummeling the last couple of years, but just because tablets and smartphones have taken up large portions of technology budgets as of late (in both the enterprise and consumer spaces), doesn’t mean PCs are going to disappear.
I’m writing this piece from the perspective of a long-time PC enthusiast, which obviously shapes my point of view, but let me back things up with a few numbers. Roughly 75.7 million PCs were shipped in the second quarter of this year alone, a slight increase year over year according to Gartner. In one of its recent announcements, Gartner said, “The PC market’s installed based has been declining as buyers switched to tablets and smartphones for entertainment and social media consumption. The 2Q14 results suggest that the consumer installed base restructuring peaked during 2013. We are seeing a slowdown in premium tablet sales, which have already penetrated a large number of households. PCs are now growing off a smaller installed base of newer devices, with more engaged users. Therefore, we expect to see slow, but consistent, PC growth.” HP, Dell , Asus, Lenovo all showed increased shipments for the same timeframe year over year.
A lot more at Forbes
Intel stock will go down because otherwise I will continue to be very sad just as I have been for the last 21 months as the stock moved up.
Intel stock will go up because of:
1.) Ramping 14nm Broadwell production.
2.) FinFET. Intel has it. ARM doesn't.
3.) Best in breed technology
4.) Massive capacity. ARM doesn't have it and won't.
5.) The ability to stay on the Moore's Law curve. ARM is permanently off the curve.
6.) Great fall lead in with IFA and IDF
7.) 2015 is looking great.
8.) The Internet of Things
9.) Products competing at all price levels.
10.) BK's growing credibility.
WHEN: Intel press activities at IFA; Sept. 3 - 5, 2014; Intel Exhibition at IFA; Sept. 5 - 10, 2014
"Fanbois spin it all you want. Intel is struggling in mobile, desperate in fact."
[Intel is on track to ship 40 million tablets this year. ARM personnel are jumping ship. You got it backwards. As usual, you don't know jack.
eir951 to Ignore ]
that they have to rely on political events to save them from their excess investment stupidity.
Exactly how much of a moron do you have to be when it takes a war to offset your bad judgement?
And the nitwits don't even have any skin in the game.
No position posters:
Pretty soon we will have the building news cycles from IFA and IDF to provide discussion material for those who know how to post content.
"Even if Apple does a OSx + iOS merged product, I suspect they will continue offering iPad as a fun device. There is a sizable consumer market for this type of device."
[Unfortunately the iPad sales growth rate has been shrinking continuously. Apple needs new products. Simply offering new sizes of existing products is only a short-term solution. Dunno, maybe the the new Apple wearable due out in September will help. Apple needs to get it right or big trouble will result.
I'm not excited about their new alliance with IBM or their corporate plans. Why would a corporation mess with Apple's security concerns when they have a solid, inexpensive Intel tablet solution?]
In the meantime did anyone buy any ARM?
Didn't think so. Well there's still a chance. The big boys really want to unload their shares before the bottom falls out due to Intel's 14nm production. They have some with your name on them. Don't let them down - buy now.
Don't make them beg.
ARM Fun Facts:
1.) Humpty P/E: 117 (Source: Yahoo Finance)
2.) Humpty's fabrication crisis continues
3.) Mobility ASPs and margins shrinking
4.) Intel taking major tablet market share
5.) ARM no longer on Moore's Law curve. Each new node is more expensive and not less
6.) Most of the ARM world is stuck at 28nm and will be for years and years
7.) ARM FinFET production still years and years away
8.) Intel is now competing with ARM at the low-end where all the growth is
9.) ARM 22nm production is slowly ramping without enough capacity for the top players who are the only one's who can afford the increased cost per transistor.
10.) Your favorite here: _________
"They could be put writers."
[I see this reply. Yahoo is crazy anymore. I never know if anything works and I see processing taking forever. ]
Squawk away, boys. I won't read your posts. Neither will anyone who only respects advice from people with skin in the game and the backbone to admit it.
Neither of you qualifies.
"Buy on the rumor and sell on the news is a time honored strategy."
[Sure, why don't you track Intel after recent big shows so you can discover what everyone else already knows. That you have no idea what you are talking about. Intel's last big move up came after what show? Go ahead,dufus - even you should know this one.
You say there are no guarantees and then say "Buy on the rumor and sell on the news is a time honored strategy." You contradict yourself in your posts.
You want to make ugly, stinging remarks but you are just too stupid. Do you own any ARM? We want to know exactly how stupid you are. ]
Didn't think so.
No one does anything but get burned on the ARM moves up because no one knows ahead of time when the big boys decide to try to run it back up. They run it up, then the followers jump in and the big boys offload their shares. Rinse and repeat.
Now who wants to buy some ARM shares? Come on - some of you ARM cheerleaders and apologists put your money where your worthless bulldog mouths have been.
You ARM fanbois never have the courage of your convictions. You're not players and have no positions so why is it you think anyone is interested in your opinions. Opinions are for those with skin in the game.
When ARM is down you talk about prior gains. LIke it doesn't matter because ARM has had a good run. Ha. Money is money and losses are losses, boys.
When ARM is up you talk as if you actually owned the stock. You guys are toothless.
And once again let me state that any bearish play on Intel after IFA and IDF has a really bad risk/reward potential. Well, there are a lot of pinheads out there.
"Remember a while back when Ashraf (remember that guy?) posted that no Intel-based smartphone could be used on Verizon's network until the year 2022 because of lack of CDMA? "
[Yeah, I never bought that argument either. ]
Are Intel bashers:
3.) Merely incompetent?
So, Intel has moved up from $19.23 to 34+ over the last 20 months. And the Intel bashers have bashed the entire way while continuously indicating that they are the smart ones and anyone who enjoyed the 80 percent bump up is not so intelligent.
Their rallying cries are now things like "Hey, look at that OVTI" or " ARMH is only $5.82 below its 52-week high".
So, which of the above is it? Yes, the correct answer is that it doesn't really matter. Stupid is as stupid does.
The posts on this board are 95 percent garbage these days thanks to the thuggish Twinkletoes endlessly draining his inner uncontrollable rage and the increasingly silly and senile Lucy whose daily bashes have moved beyond stupid to screw loose stupid.
Intel is playing out just about as most of those who understand a tiny bit of fabrication, capacity and technology expected.