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Intel: Something You Need To Know
- Despite an announcement of job cuts, Intel continues to aggressively hire top technical talent.
- In particular, Intel appears to be beefing up its custom foundry, software, and connectivity groups.
- Any fears that Intel is "cutting to the bone" are unfounded.
Intel: Justifying A $33 Price Target
- The bulk of Intel's revenues are tied to the declining PC market.
- Assuming that Intel can grow its tablet market share significantly, it can offset the decline.
- This will allow the smartphone, data-center, foundry, and software opportunities to be incremental opportunities to today's revenue base.
Intel: 14 Nanometer Production Looks Like A Go
- Plenty of evidence now suggests that Intel's 14-nanometer process is in high volume production.
- The evidence suggests that the higher performance 14-nanometer CPU parts are beginning a full ramp, with tablet products in small volumes.
- The 14-nanometer mobile ramp should begin at some point over the next three months if it is to meet the release schedule.
Sell Intel, Buy Qualcomm?
- Some have suggested that investors sell Intel and buy Qualcomm.
- Qualcomm continues to grow at a rapid clip while Intel has yet to prove that it can grow revenues from here.
- Should Intel investors trade-up for some Qualcomm?
Intel Is Late, But It Didn't Miss Mobile
- While many claim that Intel has missed mobile for good, I disagree.
- In particular, the market is currently in desperate need for a strong #2 player to Qualcomm.
- Intel is the best candidate for that #2 long-term.
Intel's Brilliant Leverage
- Intel's data-center group benefits heavily from investment in the PC Client Group.
- It is my belief that the data-center group would see an operating margin drop from 47% to 30-35% if it were a standalone entity.
- This leverage illustrates the importance of PC Client Group, and why a valuation based solely on DCG is ill-advised.
Intel: It's Not That Easy
- Investors appear perplexed about my stance on Intel.
- While the company has a lot of fundamental long-term positives, it has translated poorly into shareholder value.
- With better mobile execution and a recovery in PCs, the stock is materially undervalued, but the latter is hardly a guarantee.
Intel An Embarrassment? No.
- Intel has been accused of being an embarrassment by noted columnist, Rocco Pendola.
- While mobile execution not great, the article claims Intel's brand is worthless.
- This assertion is flat-out wrong.
- Apple A7 And Intel: Does 64-Bit Make A Difference?
- Intel: The Real 'Problem' With Bay Trail
- Apple Outguns Intel
- Intel Owes Its Shareholders An Explanation
- Intel's New Mobile Processors Revealed
- Will Intel Fail Apple?
- Intel: Broxton Performance Revealed?
- Intel: The Truth Behind The Rumor
- Intel: Is This Rumor True?
- Intel's ARM Problem Intensifies
- Does Intel's New CEO Have What It Takes?
- Intel: Where's Our 'Shareholder Value'?
- Intel: The Next Quarter Will Be Rough
- Intel And Taiwan Semiconductor Have Very Different Definitions
- Intel: Don't Believe The Lies
- Intel's Dividend Disappointment: Don't Panic
- Apple Saves Intel's Mobile Strategy
- Intel's Layoffs: Relax!
- Intel: It Was Never About ARM
- Intel Loses The Galaxy Tab (Part II)
- Intel's Time Is Running Out
- Intel's Real Competitor Isn't Qualcomm; It's Samsung
- Intel's Moorefield Could Be A Real Winner
- Intel: Dispelling A Myth