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  • Better Than Expected PC Sales Should Help Intel Beat The Street In Q3  [View article]
    baytrail is selling ~37$ at retail and OEM pays even lower when purchasing in high volume. To model 40$ phone chip and 50$ tablet chip is clearly wrong.
    Oct 10, 2013. 08:37 AM | 1 Like Like |Link to Comment
  • Intel's Upcoming Q4 Earnings: The Must Read Guide  [View article]
    it should be "with 13P/E giving us $26".
    Jan 1, 2013. 01:31 AM | Likes Like |Link to Comment
  • On day 1 of the Intel Developer Forum (INTC), the company: 1) Unveiled the Next Unit of Computing, a 4" x 4" motherboard featuring everything needed for a miniature PC. 2) Announced it will deliver ultrabooks in Q4 that sport Nuance's (NUAN) Dragon Assistant voice-recognition software. 3) Boasted its Haswell CPUs, due next year, will feature 1/20 the idle power draw of Sandy Bridge CPUs, as well as twice the graphics performance - the latter could be trouble for NVDA and AMD's graphics businesses.  [View news story]
    it is 20x idle power cut over SandyBridge, not Ivy.
    Sep 12, 2012. 05:37 AM | Likes Like |Link to Comment
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