Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: J Mako who wrote (45151)	10/26/2011 9:47:28 AM
From: E_K_S	Read Replies (1) of 78745

Hi JMako - Intel is a good company especially in their R&D and manufacturing efficiency. However they missed the ball with ARM and the development of the ultra low powered processors. They seem to be back on track as they were as much as 18 months behind the curve with Nvidia The real future threat is now Apple. Jobs knew that to leapfrog the industry in smart phones and tablets a super efficient multi core low powered processor was necessary. He hired 10,000 engineers over the last 18 months to design and build this next generation processor. In April 2008, Apple bought P.A. Semi for $278M to develop the next generation of ARM chips. In May 2011 Apple was talking to Intel to fabricate their new processor(s). Therefore, it still shows that Intel is the preferred manufacturer but on this cycle, they will not gleen the high margins from their production as Apple will get those 70% margins. Still, Intel is a value buy at less than 10 forward PE especially with MSFT and NOKIA needing ARM technology for their next generation phones. EKS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next