Seeking Alpha

Intel (INTC) has begun shipping its Haswell CPUs to OEMs ahead of a launch set for later in Q2,...

Intel (INTC) has begun shipping its Haswell CPUs to OEMs ahead of a launch set for later in Q2, CNET reports. Both Intel and its clients are counting on Haswell's power savings and ability to enable thinner/lighter ultrabooks and convertibles relative to Ivy Bridge systems to give a lift to PC demand, which (from all indications) remained weak in Q1. (JMP report/Intel's response)
From other sites
Comments (24)
  • Ashraf Eassa
    , contributor
    Comments (9174) | Send Message
     
    And we get closer to endgame.
    5 Apr 2013, 05:14 PM Reply Like
  • Bob987654321
    , contributor
    Comments (169) | Send Message
     
    Correct me if am wrong, but it is the pc haswell cpu that are shipping now (instead of the 2 or 3 week of april) and the one's aimed at tablets and Ultrabook will start first week of june.

     

    also this part from the article is very interesting :

     

    'Intel is also expected to reiterate that its next-generation Atom chip for smartphones, "Merrifield," will be shipping to customers by the end of the year.'

     

    Intel was pretty quiet on that
    5 Apr 2013, 05:23 PM Reply Like
  • newbie06
    , contributor
    Comments (260) | Send Message
     
    Ashraf,

     

    I don't know if that is endgame, and who will suffer from it :-)

     

    I just learned I will have to delay the building of my new Haswell-based desktop PC given that the current chipsets have buggy USB 3 support and the fixed ones won't be available until July; and I'm afraid that will be a horrible mess to be sure I get a motherboard with the new rev. Frustrating.
    5 Apr 2013, 05:25 PM Reply Like
  • DividendGangsta
    , contributor
    Comments (49) | Send Message
     
    Just picked up more INTC at $20.78 today. Gotta luv that 4.33% divvy! While Intel may be getting closer to the end game as you state, I am hope it will take a little longer so I can keep stocking up on INTC before it falls back in favor with the Wall Street crowd.
    5 Apr 2013, 05:36 PM Reply Like
  • Jeach!
    , contributor
    Comments (847) | Send Message
     
    What are you talking about? We're still in the opening!

     

    Wait for the game to develop and then we could start talking about endgames.
    5 Apr 2013, 05:41 PM Reply Like
  • sneaker1404
    , contributor
    Comments (412) | Send Message
     
    newbie06,

     

    Intel states : "This issue has only been observed with a small subset of USB SuperSpeed thumb drives and does not affect other USB peripherals."

     

    Also ,

     

    "Intel has confirmed that there is no chance of data loss or corruption."

     

    That does not sound like a horrible mess to me.

     

    http://bit.ly/12qmTjW
    5 Apr 2013, 11:44 PM Reply Like
  • Gregory Stuckey
    , contributor
    Comments (22) | Send Message
     
    I am there with you. I am hoping it will take at least another quarter or two before the market changes it mind on Intel so I can increase my position before it starts it march to $36
    6 Apr 2013, 05:46 PM Reply Like
  • patt2374
    , contributor
    Comments (621) | Send Message
     
    What do you mean by your comment Ashraf?
    7 Apr 2013, 10:09 PM Reply Like
  • patt2374
    , contributor
    Comments (621) | Send Message
     
    What does Intel have to do to fall back in favor with the Wall Street in crowd?
    7 Apr 2013, 10:09 PM Reply Like
  • Ashraf Eassa
    , contributor
    Comments (9174) | Send Message
     
    @ patt2374

     

    http://seekingalpha.co...

     

    :)
    7 Apr 2013, 10:32 PM Reply Like
  • techgeek
    , contributor
    Comment (1) | Send Message
     
    the USB 3.0 support on some motherboards wont be an issue.
    8 Apr 2013, 02:00 AM Reply Like
  • Bob987654321
    , contributor
    Comments (169) | Send Message
     
    @Ash, your link redirect to this page, I am sure you meant to redirect to one of your articles...
    8 Apr 2013, 11:00 AM Reply Like
  • Ashraf Eassa
    , contributor
    Comments (9174) | Send Message
     
    Nope, just directing to my comment below :)
    8 Apr 2013, 11:25 AM Reply Like
  • StandupWall
    , contributor
    Comments (397) | Send Message
     
    Where is now the brilliant Mr Alex Gauna from JMP reporting problems some days ago?!
    5 Apr 2013, 05:55 PM Reply Like
  • Eassa
    , contributor
    Comments (200) | Send Message
     
    StandupWall,

     

    Mr. Guana is covered in guano. Of course, no one will remember in a few days. That's how these ignorant fools stay in business ...
    5 Apr 2013, 06:18 PM Reply Like
  • ephud
    , contributor
    Comments (2559) | Send Message
     
    Eassa

     

    You beat me to the guano joke...
    5 Apr 2013, 07:36 PM Reply Like
  • MexCom
    , contributor
    Comments (3057) | Send Message
     
    Faster and less power consumption it will enable lighter batteries. INTC will swamp the market.
    6 Apr 2013, 07:52 AM Reply Like
  • ppars
    , contributor
    Comments (197) | Send Message
     
    I think Ashraf, whose articles I always find interesting and well founded, should now expand on his engame comment. I find it incomprehenisble.
    6 Apr 2013, 08:12 AM Reply Like
  • Ashraf Eassa
    , contributor
    Comments (9174) | Send Message
     
    In 2H 2013, Intel's strategy surrounding "Haswell" and "Bay Trail" will begin to unfold and it will become clear whether Intel will be viable as a growth company or not. "Haswell", which is supposed to enable fundamentally more portable/higher battery life notebook and tablet solutions, will be the star of the show.

     

    If Intel's new products live up to the promises, and if the OEMs don't screw it all up by shipping ugly/compromised designs, then we could see a very nice, unexpected surge in sales during 2H 2013. We don't need to get anywhere close to the "end" of the actual game for the market to price in where it ultimately believes things are going :)
    6 Apr 2013, 01:33 PM Reply Like
  • Infinity Group
    , contributor
    Comments (586) | Send Message
     
    So it must be really true that INTC had a major problem with the new chips as per the article last week.
    Glad its out and can finally put the rumors to bed.
    Now lets see a little stock surge next week before earnings.
    6 Apr 2013, 09:37 PM Reply Like
  • Cincinnatus
    , contributor
    Comments (3878) | Send Message
     
    No, the article last week was not true. You're referring to Alex Guana's (JMP Securties) claim that Haswell (the microprocessor) would be delayed due to issues with the integrated voltage regulator module. The USB 3.0 issue has nothing to do with Haswell itself. It's described below. It only occurs with "certain USB SuperSpeed thumb drives."
    http://cnet.co/16HdQrA
    8 Apr 2013, 01:41 AM Reply Like
  • Jacob Smith
    , contributor
    Comments (323) | Send Message
     
    Alright guys so "endgame" is a good thing then? Sounded like endgame meant Intel's ultimate demise or something. Also, when is the next dividend distribution?
    8 Apr 2013, 02:00 AM Reply Like
  • 8001381
    , contributor
    Comments (20) | Send Message
     
    Confirmed. Haswell has bugs
    8 Apr 2013, 06:46 AM Reply Like
  • Ashraf Eassa
    , contributor
    Comments (9174) | Send Message
     
    Just like every processor every made?
    8 Apr 2013, 09:47 AM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Hub
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs