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Admiral Nemo

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  • Intel: Low Valuation And A Free Option [View article]
    Juju,

    Thanks for the compliment. Rather than following earnings, the purpose of two scenarios is to provide a range of valuation, which offers some clues of margin of safety. It also helps to identify and monitor those key drivers of the earnings (or more importantly, the cash flows).
    Dec 7 09:19 AM | Likes Like |Link to Comment
  • Intel: Low Valuation And A Free Option [View article]
    Performance advantage is only meaningful if it can make significant difference in user experience or have sizable business implication. Mobile device users generally care less about what chips are used in their smartphones or tablets. For OEMs to switch, Intel needs more convincing value proposition. That is the reason I said that Intel faces a uphill battle in mobile business. The network effect from ARM's installed base is a big hurdle for Intel to clear. On the other hand, rapid growth can also make incumbent vulnerable as the new customers are less captivated. Intel's mobile chips is more likely to be adapted by the device makers in the emerging market, notably by Lenovo, which has barely presence in the smartphone market but now a significant player in China.
    Dec 7 09:10 AM | Likes Like |Link to Comment
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