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46	member 4/07/16 11:44AM intel tv show 45
Their TV show with Mark Burnett that premiered on TBS on Tuesday, America's Greatest Makers, where startups utilize their quark chip w accelerometer/gyroscope to build a product was pretty interesting. I think you can watch... login to read the rest 1 view available tags
33	member 9/17/13 9:16PM RE: RE: RE: the dripping tap 32
Rasputin - "Seems" impossible maybe - but I bet it can be explained by the premium it traded at during the late 90's. I still think Intel is great. Look at the leading new computer... login to read the rest view available tags
27	member 12/11/12 7:22PM RE: RE: RE: RE: RE: AAPL 24
That math is very slightly mitigated by the fact that 4-core Ivy Bridge chips have 50-100% the transistor counts of current Atom SOCs, but it would still appear very hard to justify moving any advanced... login to read the rest view available tags
24	member 12/10/12 12:37PM RE: RE: RE: RE: AAPL 22
The question is then whether INTC and AAPL can possibly agree on price. If you have limited leading edge capacity, do you run wafers with $200+ ASP INTC chips or wafers for AAPL for $20-$30 view available tags
22	member 12/10/12 12:09PM RE: RE: RE: AAPL 20
Yes, thank you for providing this important clarification. At present, the business justification for using INTC’s precious advanced capacity to manufacture Atom SOC’s has been lacking. The implied assumption for this discussion to make sense... login to read the rest view available tags
19	member 12/07/12 3:37PM RE: AAPL 16
http://www.eetimes.com/electronics-news/4217768/Samsung-Foundry-ARM-test-chip AAPL’s partnering with INTC would seem to make all kinds of technical and strategic sense, but often these aren’t the main drivers: - Samsung’s managed to manufacture a 20-nm chip on 7/12. Though... login to read the rest view available tags
16	member 12/07/12 11:29AM AAPL
Anyone in this thread care to discuss the probabilities that Apple becomes a foundry partner within the next 18 months? To us it seems like there are 3 logical choices for Apple: 1) continue to go... login to read the rest view available tags
15	member 11/30/12 3:54PM RE: RE: RE: Have you added on weakness 14
The sentence was meant to be: “We are adding, though doing so very slowly since INTC _short_, statistically speaking, is probably one of the easier ways to play EM slowdown / global recession / EURO view available tags
14	member 11/30/12 3:53PM RE: RE: Have you added on weakness 13
We are adding, though doing so very slowly since INTC, statistically speaking, is probably one of the easier ways to play EM slowdown / global recession / EURO stepping in front of the bus even... login to read the rest view available tags
12	member 11/29/12 1:30PM Have you added on weakness
Sell-side seems to hate INTC on GM concerns - but it is looking really cheap down here. Any updated thoughts? view available tags
10	member 9/07/12 3:11PM Sorry
Should have asked for your thoughts on the preannouncement. Thanks. view available tags
8	member 8/31/12 2:21PM RE: RE: Moats and Buffett 7
Thank you for the explanation. I was not aware that “Buffett claims to not even know what they are buying” – this is very illuminating and addresses my concerns. INTC may represent an interesting... login to read the rest view available tags
5	member 8/30/12 6:52PM Moats and Buffett 4
Do you have any theories on the reasons behind Buffet’s brief flirtation with INTC ownership? The unusually short holding period suggests that he may have developed doubts about the quality of the company’s moats. Does... login to read the rest view available tags
1	member 8/29/12 7:21AM Nice work
Good writeup. Not enough ideas like this on VIC: high ROIC, cheap, good yield, wind at back. As stated, telling that INTC has never been posted before. Judging by ratings, people seem to prefer the... login to read the rest view available tags

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			2005	2006
Price:	5.15	EPS
Shares Out. (in M):	0	P/E
Market Cap (in $M):	6,600	P/FCF
Net Debt (in $M):	0	EBIT	0	0
TEV (in $M):	0	TEV/EBIT

Description

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Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

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