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SSnyde2

SSnyde2
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  • JMP downgrades Intel, cites server slowdown [View news story]
    This is only really a reflection of JMP's being out of touch with reality. Servers are only going to be increasing in demand for the foreseeable future. Betting against the expansion of the Internet and connected devices is not a winning strategy.
    Jan 20, 2015. 11:30 AM | 5 Likes Like |Link to Comment
  • What Intel Revealed About Its New Mobile Strategy [View article]
    I think your projections of TSMC are optimistic and borderline misleading:

    http://bit.ly/11CTpjx
    Nov 21, 2014. 12:24 PM | 3 Likes Like |Link to Comment
  • How Apple Will Foil Intel's Mobile Ambitions [View article]
    20nm TSMC/Sammy planar is essentially comparable to 22nm Intel FinFET which has been shipping in volumes of SOCs, PCs and Servers for quite some time now (2 years). 14nm FinFET Intel is going to be on the shelves any day now.

    I'll believe that Sammy and TSMC have caught Intel on process technology when I see it in something other than PR releases from their respective companies.
    Oct 9, 2014. 12:03 PM | 2 Likes Like |Link to Comment
  • Is Intel Stock Worth An Investment Right Now? [View article]
    "Last year, Intel shipped around 1 billion smartphones and about 200 million tablets which contributed to showing their resolve to continue developing the mobile division. "

    The support article does not claim this fact. I do not believe this to be a true statement. The 2014 goal is 40 million tablets:

    http://cnet.co/1naZGHU
    Aug 20, 2014. 03:43 PM | Likes Like |Link to Comment
  • Intel's Acquisition Of LSI's Networking Business To Boost Its Presence In IoT [View article]
    I don't understand the statement: "Our price estimate of $27 for Intel is almost in line with the current market price." Current price is closer to $34, so that price target is actually 20% low.
    Aug 15, 2014. 06:05 PM | 7 Likes Like |Link to Comment
  • Can Intel Overcome This Sector Peer? [View article]
    Yeah comparing to TI isn't as important as QCOM.
    Jul 22, 2014. 12:21 PM | 3 Likes Like |Link to Comment
  • For Intel, Chromebooks Are The Latest Gimmick [View article]
    As many of your articles do, you seem to miss the forest for the trees. Chromebooks rely heavily on remote server firepower to operate as do all Netbooks. This is a market dominated by Intel. Maybe Intel processor in the machine won't be as high of a margin, but the servers to support them certainly are high margin. Pairing the two is the right move and why it is important for Intel to succeed in this category and IoT as well.
    Jun 9, 2014. 04:47 PM | 2 Likes Like |Link to Comment
  • Intel And Taiwan Semiconductor: A Tale Of Two Cities [View article]
    you could use a physics lesson
    Apr 23, 2014. 08:51 PM | Likes Like |Link to Comment
  • Intel Bay Trail Mobile Chip: Too Little, Too Late [View article]
    This is a recycled article and ignores INTC presence in the Samsung Galaxy Tabs.
    Sep 16, 2013. 04:52 AM | 8 Likes Like |Link to Comment
  • Memo To Intel Bulls: You People Are Dead Wrong [View article]
    I believe there is a market for phones that perform like PCs. Intel is the perfect company to fill this market. You make assumptions about their R & D spending being geared towards mobile growth. Where did you get this information?

    You also compare Intel's R & D costs to NFL free agents. This is highly suspicious as there are fundamental improvements from basic physics that can be had by following Moore's law. This sort of certainty is not present in the NFL.
    Sep 10, 2013. 02:59 PM | Likes Like |Link to Comment
  • Intel (INTC): Q2 EPS of $0.39 misses by $0.01. Revenue of $12.81B (-5.2% Y/Y) misses by $90M. Expects Q3 revenue of $13B-$14B vs. $13.7B consensus. Expects 2013 revenue to be flat Y/Y, below prior guidance of "low single digit" growth; consensus is for 0.3% growth. Shares -1.7% AH. CC at 5PM ET (webcast). (PR[View news story]
    Not concerned. PC sales are down, but there are lots of other growing segments. No one produces a high end phone yet, there is a lot of money to be made on chips that make phones as powerful as PCs. Intel will be the first to market there.
    Jul 17, 2013. 05:11 PM | 2 Likes Like |Link to Comment
  • Intel (INTC) is "engaged in intensive negotiations" with the Israeli government about investing an additional ~$10B in the country, says a government official. $7B would be spent over 10 years to build a new fab in the town of Kiryat Gat, and $3B would be spent to upgrade Intel's existing Kiryat Gat fab. Intel, which continues to spend heavily on capex, has invested $10.5B in Israel over the last 10 years, and has received $1.3B in government grants. The chip giant also wants to take over a local Micron (MU) fab that's due to be shuttered. [View news story]
    Not to take away from Israel, but Intel invests even more heavily in manufacturing in the US. The Oregon and Arizona sites all have had good investments made to them recently.

    Most important thing to Intel right now in the US is to pass the immigration bill that increases the amount of H1B visas from 65k per year to 110k per year. This is a big deal for attracting and retaining the top engineering talent in the world.
    Jul 2, 2013. 04:59 PM | 2 Likes Like |Link to Comment
  • Intel (INTC) is "engaged in intensive negotiations" with the Israeli government about investing an additional ~$10B in the country, says a government official. $7B would be spent over 10 years to build a new fab in the town of Kiryat Gat, and $3B would be spent to upgrade Intel's existing Kiryat Gat fab. Intel, which continues to spend heavily on capex, has invested $10.5B in Israel over the last 10 years, and has received $1.3B in government grants. The chip giant also wants to take over a local Micron (MU) fab that's due to be shuttered. [View news story]
    Not all nodes are created equal. Intel's 32nm node is "equivalent" to TSMC's 28nm node. In fact Intel's 32nm node is better than TSMC's 28nm node (reliability and cost). Their 20nm node is Intel's 22nm node. Which is the current Intel node. A simple Google search will demonstrate this to you.
    Jul 2, 2013. 04:59 PM | Likes Like |Link to Comment
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