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  • Intel: Expiring Or Renewing With Mobile And Cloud? [View article]
    Author •On balance Intel is now just another dividend stock.

    Good article but that line almost stopped me from reading the rest. You go the historical perspective correct but you fail to grasp the reality of Intel's 22-14-10-7 nm tick tock strategy. Intel 65-42-32 nm strategy pretty well did in AMD except for the fact that AMD still holds that X*6 license Intel granted them to second source X86 chips. ARM has held a TPD and 4G/3G advantage mostly de to QCOM's 3g/4g IP. The TPD is going away or has gone at 14nm and the 3g/4g should do the same in another 12-18 months.

    Those facts make IINTC much more then just another dividend stock. A 5-10% pull back would be a huge buying opportunity but do not hold your breath.
    Dec 3, 2014. 06:42 PM | 3 Likes Like |Link to Comment
  • Intel partners with eyewear giant Luxottica [View news story]
    Intel's Inside of Everything (IoE) with soon replace the Internet of Things.
    Dec 3, 2014. 11:42 AM | 1 Like Like |Link to Comment
  • Intel And Inevitability [View article]
    Sitting on INTC at $74 in July 2000 and not taking profits was mine!!!!! It went down 50% in a little over 30 days if I remember correctly. Ouch!
    Dec 2, 2014. 12:13 AM | Likes Like |Link to Comment
  • Intel And Inevitability [View article]
    Yes, it's very interesting to watch the spread between the old JAN 2015 $30, Jan 2016 $30s and Jan 2017 $30s. My ladder on over 250 contracts has done very well and I just had to recently take some profits and suffer the tax consequences as there was way to much profit on the table.
    Dec 2, 2014. 12:11 AM | 1 Like Like |Link to Comment
  • Intel And Inevitability [View article]

    I do not think Russ is predicting one size fits all. Intel's approach now is to reuse IP blocks in their different market product, PC Core i3-i7, Mobile Atom and server Xeon reusing the same IP blocks like APU, GPU, WIFI, etc. NAND SSD would be another IP block that could be used on board at 64-256Gb for mobile PC's, smart phones and tablets, and out board on larger PCs and servers at 256Gb-10TB. The low cost break through offers many opportunities to use process leadership across all products.
    Dec 2, 2014. 12:06 AM | 3 Likes Like |Link to Comment
  • Intel And Inevitability [View article]
    You can be your own doctor, investment advisor and lawyer too!
    Dec 1, 2014. 11:58 PM | 1 Like Like |Link to Comment
  • Intel And Inevitability [View article]
    Great article. I felt that the afternoon 3D NAND session if the Investor Meeting was probably the most important and overlooked of Intel's entire presentations. The sarcasm surrounding Intel's comments about those that strayed after the dividend and 2015 financial forecast were amusing. Intel's got the process lead and if they merge that with SSDs packaged on board it's going to be huge.
    Dec 1, 2014. 06:58 PM | 9 Likes Like |Link to Comment
  • The End Of TV As We Know It [View article]
    The end of TV as we know it already occurred when the US Government sold the free TV bandwidth to the mobile cell providers and forced everybody to but TV. If paying $50-100 a month for the ambulance chasing news and reruns is better then free TV please tell me how.
    Dec 1, 2014. 05:56 PM | 2 Likes Like |Link to Comment
  • Does Microsoft's Momentum In Hardware Matter? [View article]
    Apple and Android proved that consumers want to pay nothing for an OS so Microsoft needs to license Windows on mobile devices for $0 and make their margins off the hardware. A Lumia 535 selling for $135 has a BOM costs of $50-55 so Microsoft could allocate $3-5 to software costs.
    Nov 29, 2014. 11:22 AM | Likes Like |Link to Comment
  • Intel And Qualcomm In Mobile: More Of A Macro Play [View article]
    Intel may get $20-25 per low end smart phone.
    Nov 29, 2014. 11:17 AM | Likes Like |Link to Comment
  • Intel And Qualcomm In Mobile: More Of A Macro Play [View article]
    Microsoft's selling Lumia 535 for about $135 so they're BOM cost is probably $50-55. Granted the 535 is a mid-low end smart phone but that's were a huge portion of the market's heading as processor speeds increase and storage costs plummet. Atom SoFIA 14nm should be $20-25 and Intel needs to sell 100-200 million to build a $2-5 billion market.
    Nov 29, 2014. 11:16 AM | Likes Like |Link to Comment
  • ARM Is Still A Short [View article]
    Agree 100%, ARMH's business model is limited to licensing IP for those that make the real profits off of processors with ARM cores. We may see some ARM cores in servers but they're not going to challenge X86 in Windows PC's due to software incompatibilities of many apps.
    Nov 29, 2014. 11:08 AM | 1 Like Like |Link to Comment
  • Further Observations Regarding The HP Server Debacle [View article]
    They'll probably be a great opportunity on i5-i7 full size touch notebooks after holidays but if you want an ultrathin then wait for rest of Core M SKU's to come out later in 2015. W8.1 is pretty good on touch screens but shouldn't be ordered on non-touch devices. W10 should fix all that but by then why buy anything but an all-in-1 touch device. Only real decision will but thick with full Core i5-i7 or thin with Core M.
    Nov 28, 2014. 10:50 PM | 1 Like Like |Link to Comment
  • Further Observations Regarding The HP Server Debacle [View article]
    Customers shifting to cloud isn't hurting Microsoft or Intel!
    Nov 28, 2014. 12:08 PM | Likes Like |Link to Comment
  • Microsoft reportedly paying $137M to end Chinese tax probe [View news story]
    That's funny! If Microsoft has to pay $146 million then Apple will pay $1.46 or $14.6 billion. Citizens in China pay $20-30,000 to get their children into the Chinese military so they get a free education and occupation.
    Nov 27, 2014. 06:48 PM | 1 Like Like |Link to Comment