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Nayem Kabir

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  • The Problem With Intel Is Intel... And Microsoft [View article]
    I agree. I don't believe 50% of PC users would pay $40 a year, let alone $80. If Intel were to offer a subscription service at $10 annually then most people would go for it but right now, their issue is that their chips are no longer the 'best' nor the lowest priced. Essentially, Intel's value proposition has diminished in a world where companies like Apple and Samsung have the volume of demand to 'go it alone' and are proving that even with a node disadvantage can still beat Intel at its own game.
    Oct 25 10:59 AM | Likes Like |Link to Comment
  • The Problem With Intel Is Intel... And Microsoft [View article]
    Hi Russ,

    I'm a big fan of your articles. What are your thoughts on Apple's A7 chip performance at 28nm versus Intel's latest and greatest Baytrail at 22nm? I remember reading over 1 year ago at SemiAccurate that Apple's move away from Intel was inevitable and that the rumoured roadblock internally was development of a 64bit chip. It would seem that roadblock has been overcome. It would be great to read an article on it from you.
    Oct 25 07:50 AM | Likes Like |Link to Comment
  • Intel: Integrated Digital Radio [View article]
    Superb article and insight Russ. Love it.
    It would be great if you could do a follow-up especially around the potential for Intel in other aspects of production beyond core processors. For example, licensing IP / patents for a greater share of revenue like Qualcomm has done.
    Nov 28 12:35 PM | Likes Like |Link to Comment
  • Intel's Dividend Safe, Even If It Seems Too Good To Be True [View article]
    Ashraf, I like your technology insights but some of your Intel articles, notably this one make me cringe a little- which is a shame because from a technical/semiconductor perspective you appear to have expert knowledge.

    I do wonder how much people have lost (not to mention yourself) on continually buying Intel while it has lost 16% YTD or going short ARMH (up 30% this month). Intel is a high capex firm operating in a decreasing margin environment where significant uncertainty exists around the shape of long-term earnings.

    Intel has many strengths, but touting it as a buy/long at this time screams 'speculation' rather than investment and the discerning SA readers know it.
    Nov 19 05:17 PM | 2 Likes Like |Link to Comment
  • Why The Market Is Wrong Believing Intel Will Grow At Less Than 3.8% [View article]
    Fantastic article. I always love seeing good old fashioned FCF analysis & agree with using the current price as a tool rather than a guide. In this case however, the comment made by BTM is spot on.

    Intel's growth prospects are limited at present & it's earnings are not looking as stable as they have historically been. That's down to competition in the form of ARM. Lows haven't been hit yet.
    Oct 4 03:39 PM | 2 Likes Like |Link to Comment
  • No Chance Of Intel Inside The iPhone: Is Intel's Mac Position Safe? [View article]
    Great article Ashraf - a few points I think readers should consider:

    - If/when Apple switch from Intel to ARM for their Macbook line, it's not just a revenue hit Intel will take but a multiple will be attached knocking off billions of dollars off market cap

    - This will likely be compounded as others in the industry look to do the same, vis-a-vis Samsung laptops? Apple has already demonstrated thought-leadership in the tech space and it's not inconcievable that with 'good enough' performance and margin gains from switching to ARM chips for notebooks that other vendors will follow suit. And from there, Intel's market cap will simply fall further.

    Longer term, I think the stock is headed lower though it will find a floor once earnings stabilise. Intel's new chips could change the game, but based on what the market is seeing at present together with a broader trend of moving to more cost efficient and power-efficient ARM chips - I see the stock price falling below $20. Flag this comment and feel free to hold me to it.
    Oct 1 04:36 AM | Likes Like |Link to Comment
  • Tick-Tock: The Intel Party Doesn't Stop [View article]
    Let's see what intel comes out with. So far, Atom's performance per watt is average at best, mediocre at worst.

    They will really need to pull something special out of the bag to win Apple over. Samsung with 30% of the smartphone market fabs its own chips so will be less inclined to use Intel.

    Prognosis so far: too little, too late.
    Aug 7 02:15 PM | Likes Like |Link to Comment
  • Intel's Growth Prospects Make It Attractive Right Now [View article]
    Great article - I've heard mixed reviews from industry observers regarding Intel's offering in the mobile & server space.

    With mobile, 3 core value drivers to a manufacturer such as Apple are: power, performance, customisation. Intel's latest chip is 'acceptable' on the first two, but not groundbreaking. On the final driver, I've heard ARM's architecture is much more open to customisation which may be something Intel struggles to address. Finally, the smartphone/tablet markets are dominated by Samsung & Apple who jointly produce their own chips on ARM architecture- Intel will need to create a paradigm shift to truly disrupt RIMs dominance in this area.

    On servers, I've heard that AMD is currently very strong in the segment - both on innovation & performance. It'll be interesting to analyse Intel's growth in this area over the next year. A bit disappointing that Management dropped the ball being late to the party with mobile. Reeks of senior executive arrogance & Intel is now paying the price. While I question their foresight, I have faith in their ability to execute. Will be interesting to see how the market shapes up over the next few years.
    May 25 06:18 PM | Likes Like |Link to Comment