Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
Scuse me, but I thought your argument Ashraf was that INTC is the lowest cost/chip builder, and thus could sell chips to AAPL at sub TSMC prices and still hit their 60% margins. Assuming that Intel is using 450mm wafers, and putting more transistors/sq mm vs TSMC likely still using 300mm wafers, just what would be a "Best Guess" production cost of comparable (relatively) of INTC chips vs TSMC chips. That is the whole point of "Better for Cheaper" isn't it?
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
@joeguire73 I don't see the R&D required to be the issue. For a contract of that size, it isn't like either company lacks the cash to do the R&D. The big hangup is more likely to be the conflicting Egos of both enterprises. Intel doesn't "emulate" ARM, it runs it as easily as the other OS's, as I believe others here have posted that Intel's chips are largely OS agnostic. You Tech-knowledgable people correct me if I am wrong please.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
@briandp32 "Apple buying Intel is an absolute fairy tale." Completely agree but not on DOJ objections! Why would the DOJ object? (I don't pretend to know anything about the EU) Apple is strictly a design and marketing organization. They have neither FABS nor significant assembly lines, Something that INTC has in Quantity. Yes there is design overlap, but nothing to raise red flags when QCOM and BRCM dominate the market. The tax issue is extremely valid though, and assuming a 120B market cap on INTC, it would probably cost at least that much just to get controlling interest in INTC, as the Selling price would be FAR above the trading price. AAPL would have to repatriate almost their entire hoard to buy even say 40% of INTC. Almost all of INTC's plants and equipment are in the US, so AAPL can't even buy a few FABS without repatriating money.
What supports the author's premise more than anything else, is that Intel would never agree to the onerous conditions that Apple loves so much. They squeeze their Suppliers and Carriers blind. Sprint had to "Take or Pay" a huge commitment in order to get the iPhone on their shelves, China Mobile would not buckle in to Apple, Sharp almost went bankrupt over their Apple contract, and just a few days ago I read about a Chinese company who expected their margin to increase to .08% from .03% on a better deal from Apple, compared to Apples ~> 30-40% margins. (I won't bother getting exact on AAPL's margins, they are not secret. Intel has no reason to give Apple the sweetheart deals that they likely got from TSMC, as INTC likes to be the one doing the pushing.
Intel: What's Going On With Haswell? [View article]
If you are following insider trading in (INTC), you might draw a different, far less enthusiastic conclusion. Up until the end of Q1, the people being compensated in shares were selling only about 50% of the shares awarded. Since the Q1 filings, the insiders have been selling virtually all the awarded shares, and some have even reduced total holdings. This to me paints a more sinister picture of Haswell. It probably does meet the power consumption specs, but the throughput might well disappoint. I will look again at the stats, and see if I can put them up in a useful format here.
Forum On Nokia, Covering NSN, HERE, IP, And General Discussion. [View instapost]
What I did was dump some Intel stock that was up a bunch, and I had just collected the dividend on. That put me completely in the green for the year, and I'm playing with "House Money" for a month or 2 until some CD's expire. I have to watch my tax situation, so even if Nokia went to zero, I am "Tax Positive". It's complex, but that is what Tax Lawyers get paid for. I can't exactly use Turbo Tax with incomes from like 7 states. I have a friend who is mad at me ATM. I talked him into incorporating, but he cheaped out after that and didn't use a professional to manage his Corporate filings. He just got a letter last week demanding filings from every Q since mid 2006, and a 9k tax bill from the state he incorporated in, although he didn't earn any income within that state. If you incorporate in a jurisdiction, you always have to file at least "something" to the entity. You can show a loss and not owe, but you HAVE to file, or dissolve. That is US law anyway to my understanding. This is NOT TAX Advice! I know little about tax law, and pay a bundle to people who do, to keep me right! Once those CD's open up, I'll have more "Mad Money" to play with., not to mention that I just paid off my last car, and very soon my house. I have to keep my retirement money separate from my "Hobby Money" that I use for stocks. Under my contract, I cannot even show $1 of "Earned income", it all has to be passive.
Who Will End Up Staying With The Windows Phone? [View article]
If there is the potential to involve shareholders, while I don't have enough shares to be a pimple in a proxy fight, I can still add my voice to the Uproar. I like to think that Verizon is far better managed than AT&T, so if there is a shortage of inventory, or lack of advertising, we'll know the origination is Elop and not Verizon. None of the 92x series are more than minor differences apart. Not like sticking a different CPU or the 42mp camera would be. If we see serious shortages without MAJOR sales numbers, then it's time to call in the Lawyers. BTW, Exactly when will the 928 and the 925 go on sale? Have they said yet?
Intel: Sell The Ticks, Buy The Tocks [View article]
Partially long INTC. Took about half my position off today, I think this runup is a tad long in the tooth for Intel. It will be a while before the Market is confident that Intel can continue a steady climb. I love the company, but the Market doesn't always.
Nokia's About To Have A Blockbuster Week [View article]
I am still waiting to see if Elop's pathological fear of inventory rears it's head again. Nokia is a lot better at developing products than delivering them. Elop's "Out-of-Stock" tactic killed the 920. We'll see if he kills Nokia once these phones hit or mishit the market. I have little confidence in him anymore.
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
As expected, Intel has started a bit of a pullback. The Gambler in me took over half mt Intel position off at about 12% return in just over 60 days. Now we'll see if the Market makes me smart or just CRAZEd.
Who Will End Up Staying With The Windows Phone? [View article]
I have to disagree with your idea that the OS has anything to do with Nokia's success. Mr Elop has a pathological fear of inventory. His deliberate strategy of "Out of Stock" killed the 920, has stunted the 521, and if it shows up in these High End phones just announced, will be the death of Nokia. Nokia has a reputation of Solid, well built phones, so the demand will be there. Elop has so mismanaged production and marketing that not even MSFT's money will save Nokia from him forever. Sure he is turning a big ship, but not away from the Iceberg, but right into it!
This may well be another example of "We lose $100 on every car we sell, but we make it up on volume". Amazon will lower prices below every competitor seemingly forever, because somehow it is not judged by profits, but by revenues. Despite approximately zero profits, in the last 2 years the stock has more than doubled, while profitable companies stocks struggle. I fail to understand it, but I won't fight it. At some point it may be held accountable, but like Sprint, who I cannot find a single quarter in the last 3 years where it has made money, the Street just keeps propping it up.
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
Yes, Thank you for the information, you must not sleep much digging up all these tidbits, and have skin tough as Abrams' armor to tolerate some of the trolls that I see throwing stones. I for one, appreciate your efforts, even if I disagree with your conclusions at times. I see a great long term future for Intel, but fully expect a pullback very soon, before another surge. That's just my opinion. Differing opinions are what makes markets.
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
Actually, Moore's Law is not a Law but an observation. Ever hear of qbits? Here we start getting into true physical laws, and we have quite a ways to go before we reach the limits of what information stored in combinations of 4 states gives us as opposed to the current Binary. Before you write me off as a nut case, read this article from my nearby town of Los Alamos. http://bit.ly/17Ynl8c I have many friends there. I cannot comment on what I know beyond this release, but there is a reason that Intel has a big plant close to Sandia Labs here, and only about 2 hours from Los Alamos.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
Assuming that Intel is using 450mm wafers, and putting more transistors/sq mm vs TSMC likely still using 300mm wafers, just what would be a "Best Guess" production cost of comparable (relatively) of INTC chips vs TSMC chips.
That is the whole point of "Better for Cheaper" isn't it?
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
I don't see the R&D required to be the issue. For a contract of that size, it isn't like either company lacks the cash to do the R&D. The big hangup is more likely to be the conflicting Egos of both enterprises. Intel doesn't "emulate" ARM, it runs it as easily as the other OS's, as I believe others here have posted that Intel's chips are largely OS agnostic. You Tech-knowledgable people correct me if I am wrong please.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
"Apple buying Intel is an absolute fairy tale."
Completely agree but not on DOJ objections!
Why would the DOJ object? (I don't pretend to know anything about the EU) Apple is strictly a design and marketing organization. They have neither FABS nor significant assembly lines, Something that INTC has in Quantity. Yes there is design overlap, but nothing to raise red flags when QCOM and BRCM dominate the market.
The tax issue is extremely valid though, and assuming a 120B market cap on INTC, it would probably cost at least that much just to get controlling interest in INTC, as the Selling price would be FAR above the trading price. AAPL would have to repatriate almost their entire hoard to buy even say 40% of INTC. Almost all of INTC's plants and equipment are in the US, so AAPL can't even buy a few FABS without repatriating money.
What supports the author's premise more than anything else, is that Intel would never agree to the onerous conditions that Apple loves so much. They squeeze their Suppliers and Carriers blind. Sprint had to "Take or Pay" a huge commitment in order to get the iPhone on their shelves, China Mobile would not buckle in to Apple, Sharp almost went bankrupt over their Apple contract, and just a few days ago I read about a Chinese company who expected their margin to increase to .08% from .03% on a better deal from Apple, compared to Apples ~> 30-40% margins. (I won't bother getting exact on AAPL's margins, they are not secret.
Intel has no reason to give Apple the sweetheart deals that they likely got from TSMC, as INTC likes to be the one doing the pushing.
Intel: What's Going On With Haswell? [View article]
Forum On Nokia, Covering NSN, HERE, IP, And General Discussion. [View instapost]
Once those CD's open up, I'll have more "Mad Money" to play with., not to mention that I just paid off my last car, and very soon my house.
I have to keep my retirement money separate from my "Hobby Money" that I use for stocks. Under my contract, I cannot even show $1 of "Earned income", it all has to be passive.
Who Will End Up Staying With The Windows Phone? [View article]
BTW, Exactly when will the 928 and the 925 go on sale? Have they said yet?
Forum On Nokia, Covering NSN, HERE, IP, And General Discussion. [View instapost]
Intel: Sell The Ticks, Buy The Tocks [View article]
Nokia's About To Have A Blockbuster Week [View article]
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
Who Will End Up Staying With The Windows Phone? [View article]
The Other Amazon [View article]
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
I see a great long term future for Intel, but fully expect a pullback very soon, before another surge. That's just my opinion. Differing opinions are what makes markets.
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
I have many friends there. I cannot comment on what I know beyond this release, but there is a reason that Intel has a big plant close to Sandia Labs here, and only about 2 hours from Los Alamos.
Forum On Nokia, Covering NSN, HERE, IP, And General Discussion. [View instapost]