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Intel Corporation (INTC)
An SI Board Since October 1995
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186669Intel reaffirms socketed CPU support for the “forseeable future” Intel refuteTimF-12/6/2012
186668TECHNOLOGYDecember 6, 2012, 7:00 p.m. ET AMD Pays Globalfoundries to Reduce PurcE_K_S-12/6/2012
186667Not sure I agree.... Intel's process and manufacturing expertise is valuableKirk ©-12/6/2012
186666Elmer, That's a very good question and I don't know. Further, if disclgreg s-12/6/2012
186665Speaking of suppliers, any thoughts on who else other than Taiwan Semi might be Elmer Phud-12/6/2012
186664Greg At what point does that become material and require disclosure?Elmer Phud-12/6/2012
186663Thanks Elmer. I brought it up because I've read stuff over the years about John Koligman-12/6/2012
186662Intel's process and manufacturing expertise is valuable. But it is problemagreg s-12/6/2012
186661I wonder longer term though, what this might do to Intel's margins if more oElmer Phud-12/6/2012
186660I agree that AAPL is a prime possibility here with the company feeling some heatJohn Koligman-12/6/2012
186659I could see that for Nvidia or anyone in the US getting chips made in China. I Kirk ©-12/6/2012
186658I don't recall it ever being brought out as a line itme... but I know from mKirk ©-12/6/2012
186657Kirk Here's another thought. Pure speculation on my part. Nvidia wants InElmer Phud-12/6/2012
186656I am not surprised and have said for awhile I thought they would eventually do iKirk ©-12/6/2012
186655EKS, interesting post. I'll refrain from further comments on this matter becGottfried112/6/2012
186654Still positive for both companies and could lead to "good" press if thE_K_S-12/6/2012
186653EP, It's not the first time analysts have been late to the party. If histogreg s-12/6/2012
186652greg What surprises me is the complete lack of realization on the part of analyElmer Phud112/6/2012
186651<i>If they did a deal, how would it be structured? Would it be a muti yeaRoad Walker-12/6/2012
186650If they did a deal, how would it be structured? Would it be a muti year commitmE_K_S-12/6/2012
186649<i>And our foundry customers aren’t going to announce that they’ve moved Road Walker-12/6/2012
186648Yes, the foundry confirmation is great. Intel is gradually "peeling back tgreg s-12/6/2012
186647I also found it reassuring that PO basically telegraphed the fact that his replaElmer Phud112/6/2012
186646I also found it reassuring that PO basically telegraphed the fact that his replagreg s-12/6/2012
186645This was posted by Mahmoud on the AMD board. It deserves to be reposted here: IElmer Phud112/6/2012
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