Intel Needs ARM: Strength Through Togetherness - A British Viewpoint [View article]
Ashraf,
I agree - INTC targeted TSM's leading edge customers to hobble them a bit on customers for leading edge fab nodes.. Obviously AAPL and QCOM could invest cash in TSM (as they have done in other companies - assemblers and screen providers etc..) but INTC will still be ahead of TSM and Samsung in terms of process capability and yield. I can't see AAPL investing cash into Samsung for a foundry unless they are beyond desperate.
Intel's Server Market Share To Decline As Competition Heats Up [View article]
Ephud,
That comment "Compete on price to get those high margins" reminds me of the old DRAM mantra - "we'll make it up on volume..". And now we're down to Samsung, Hynix and Elpida (soon to be Micron) and Micron. Talk about consolidation by chasing volume to get margins.. Even INTC got out of the DRAM business until they re-invested in Micron (and intelligently so in my book).
With a one nm Node advantage and 20+ years in the server business I trust INTC will maintain the Lion's share of the Server Market. For sure in the 'true' server market and I do think INTC will keep ARM limited in the Micro-Server market as well. Will INTC lose some share? Sure. But will their revenue/cash flow grow? Yes.
"In my humble opinion, one thing is missing - yield. This is TSM's strength. Another important factor is time to market - again, it is TSM's strength."
Where do you come up with this stuff? I worked for INTC for 16 years and I know their fab ISO curves. Can you quote TSM yields? And Time to Money? Why is TSM at least 2 years behind INTC (22nm FINFETs and 14nm etc..)?
Ana beat me to a response to Kevin - she's also much more constructive than I would have been with her reply to a not very well thought out question (I am assuming Kevin follows INTC if he's reading this article and should know that AAPL PC's have used INTC CPUs for years).
Intel: Something Big Is Coming On May 6 [View article]
I agree with Humble Eagles.. I'm sure Tablet, cell phone and hybrid laptop makers are becoming well aware of INTC's product and process roadmap and once they see good execution from INTC in the 2H of this year they will begin migrating to INTC solutions going forward.
Intel: Haswell Release On June 3rd Could Be Huge [View article]
I hope INTC goes external for their next CEO (I know this would be a first) but I just can't see the existing Executive Staff leading INTC into the new markets it needs to recognize and conquer over the next 10+ years..
Intel: Going Micro For Major Growth In Servers [View article]
Ashraf,
Agreed - but I don't know who the ARM based designers will be. I do believe the loosers in this evolution will be the hardware (server suppliers) such as HP, Dell and IBM etc.. as I believe most of these boxes will be built by low margin assemblers in Asia. Even today INTC's highest volume server customers include 'white label' box builders in Asia.
Intel's New Catalysts: Giant Tablets And $200 Android Hybrids [View article]
Give me a ~17 inch Tablet Hybrid (who cares what people call them) which I can dock and use as a laptop and un-dock and use as a super tablet (both with touch screen capability obviously) and I'll buy one tomorrow. And I'd pay a premium.
A 7 or 8" tablet that can't run windows and can't act as a laptop has no usefulness in my house.. I'll stick with my Samsung S IV and a good large screen hybrid touch screen laptop / tablet combo which runs Windows on an INTC chip.
Read MSFT's latest quarterly review - Enterprise (Windows) and Server sales were up big time year-over-year. PC sales were down - no new news there. But MSFT still grew revenues by almost 20% year-over-year.
I personally think Dell and HPQ are suffering from poor products and a delay in the refresh cycle. Educated buyers are waiting and average PC users are fine with their existing PCs as they are mostly used for email etc.. Corporations will upgrade within the next 12 months.
I've said this before - I'm one of many who is eagerly awaiting buying a new generation INTC based touchscreen Windows 8 PC later this year. I'm historically a HPQ buyer but Lenovo seems to be the innovator these days so I'm leaning toward them. But Let's see what the 2H 2013 brings from the PC OEMs.
As a smartphone user I often find myself reaching up and trying to manipulate my laptop screen so I welcome a new touchscreen laptop..
INTC had a great run 2010 thru 2012 (in terms of annual growth). No doubt 2H 2012 and 2013 are transitional quarters. But look at recent earnings from IBM, ORCL and others.. are Servers dead too? I don't think so.
Corporations are currently reducing Enterprise IT spending and the Cloud hardware is evolving but computing requirements are growing and INTC is focused on these markets. Smartphones and Tablets (to a lesser extent) will become ubuquitous but they won't replace PCs over the long-haul.
Intel Investors: Keep Your Eye On The Ball [View article]
Northwest - I don't disagree that growing and dominating market share is a good strategy. As long as you still treat your customers with respect and innovate.
QCOM - who we would all agree dominates the mobile ARM processor and LTE market is an example of a new dominator. But look at QCOM's stock price - it's flat to down. Even the mobile market (ARM processors and modems) are becoming commodities..
INTC will move into this space but in a much bigger way than QCOM or others. I know this is an often used argument - but QCOM will get forked by relying on TSM(C).
Intel Investors: Keep Your Eye On The Ball [View article]
Yesman - as Russ said in another article. If TSM(C) produces a trigate 16nm in any volume before 2015 or 2016 - I'll buy you a lunch too. If you lose - Qualcom and others lose much more than a $16 lunch.
Intel Needs ARM: Strength Through Togetherness - A British Viewpoint [View article]
I agree - INTC targeted TSM's leading edge customers to hobble them a bit on customers for leading edge fab nodes.. Obviously AAPL and QCOM could invest cash in TSM (as they have done in other companies - assemblers and screen providers etc..) but INTC will still be ahead of TSM and Samsung in terms of process capability and yield. I can't see AAPL investing cash into Samsung for a foundry unless they are beyond desperate.
Intel's Server Market Share To Decline As Competition Heats Up [View article]
That comment "Compete on price to get those high margins" reminds me of the old DRAM mantra - "we'll make it up on volume..". And now we're down to Samsung, Hynix and Elpida (soon to be Micron) and Micron. Talk about consolidation by chasing volume to get margins.. Even INTC got out of the DRAM business until they re-invested in Micron (and intelligently so in my book).
With a one nm Node advantage and 20+ years in the server business I trust INTC will maintain the Lion's share of the Server Market. For sure in the 'true' server market and I do think INTC will keep ARM limited in the Micro-Server market as well. Will INTC lose some share? Sure. But will their revenue/cash flow grow? Yes.
Intel: Pricing And Margin Strategy [View article]
"In my humble opinion, one thing is missing - yield. This is TSM's strength. Another important factor is time to market - again, it is TSM's strength."
Where do you come up with this stuff? I worked for INTC for 16 years and I know their fab ISO curves. Can you quote TSM yields? And Time to Money? Why is TSM at least 2 years behind INTC (22nm FINFETs and 14nm etc..)?
Please provide some TSM facts.
Thanks.
ARM Vs. Intel: Why It Doesn't End Badly For Either [View article]
Do you have insight into Samsung's process roadmap / FINFET timing etc?
Intel: Silvermont - The ARM Killer [View article]
Intel: Something Big Is Coming On May 6 [View article]
Intel: Haswell Release On June 3rd Could Be Huge [View article]
Intel: Going Micro For Major Growth In Servers [View article]
Agreed - but I don't know who the ARM based designers will be. I do believe the loosers in this evolution will be the hardware (server suppliers) such as HP, Dell and IBM etc.. as I believe most of these boxes will be built by low margin assemblers in Asia. Even today INTC's highest volume server customers include 'white label' box builders in Asia.
Intel's New Catalysts: Giant Tablets And $200 Android Hybrids [View article]
A 7 or 8" tablet that can't run windows and can't act as a laptop has no usefulness in my house.. I'll stick with my Samsung S IV and a good large screen hybrid touch screen laptop / tablet combo which runs Windows on an INTC chip.
Riding Intel's Tough Road Toward $25 [View article]
I personally think Dell and HPQ are suffering from poor products and a delay in the refresh cycle. Educated buyers are waiting and average PC users are fine with their existing PCs as they are mostly used for email etc.. Corporations will upgrade within the next 12 months.
Riding Intel's Tough Road Toward $25 [View article]
As a smartphone user I often find myself reaching up and trying to manipulate my laptop screen so I welcome a new touchscreen laptop..
Intel Takes Back The Crown [View article]
Corporations are currently reducing Enterprise IT spending and the Cloud hardware is evolving but computing requirements are growing and INTC is focused on these markets. Smartphones and Tablets (to a lesser extent) will become ubuquitous but they won't replace PCs over the long-haul.
Intel Takes Back The Crown [View article]
Isn't QualComm just another fabless (ok factory-less) semi company? How are they different from Broadcom, Altera or others?
I know it's just symantics but..
Intel Investors: Keep Your Eye On The Ball [View article]
QCOM - who we would all agree dominates the mobile ARM processor and LTE market is an example of a new dominator. But look at QCOM's stock price - it's flat to down. Even the mobile market (ARM processors and modems) are becoming commodities..
INTC will move into this space but in a much bigger way than QCOM or others. I know this is an often used argument - but QCOM will get forked by relying on TSM(C).
Intel Investors: Keep Your Eye On The Ball [View article]