Seeking Alpha

Phil Coffman » Comments » INTC

  • Nvidia's Fourth Quarter: As the Semiconductor Bellwether Turns [View article]
    A very good article. Thanks for pointing it out.


    On Feb 28 06:34 PM Misha wrote:

    > I found that the following recent IEEE Spectrum article provides
    > a concise and accessible description of why Intel’s (seekingalpha.com/symbo...)
    > Larrabee may be such an important product with consequences with
    > for NVDA:
    >
    > www.spectrum.ieee.org/...
    Mar 01 11:22 am |Rating: +1 0 |Link to Comment
  • Intel's Q4 Earnings Call: Other Than That, Mrs. Lincoln, How Was the Play? [View article]
    On Jan 20 08:34 PM Crocodilian wrote:


    > Just a guess, but I'd rather compete with Intel's balance sheet than
    > Abu Dhabi's at this point.

    AMD + Abu Dhabi is something any investor in Intel, NVIDIA, or TSMC should pay close attention to.
    Jan 20 23:24 pm |Rating: +1 0 |Link to Comment
  • Intel's Q4 Earnings Call: Other Than That, Mrs. Lincoln, How Was the Play? [View article]



    On Jan 20 04:16 PM User 341043 wrote:

    > You failed to mention that 32nm is the architectural sweet spot for
    > Intel. It is the process node at which Intel can fit their chips
    > into every form factor. You will see an explosion of "intel inside"
    > when that happens.
    >

    Good point.
    Jan 20 17:49 pm |Rating: +1 0 |Link to Comment
More on INTC by Phil Coffman
Comments by Ticker
Phil Coffman's
Comments Stats
10 comments
Rating: 4 (4 - 0 )