Qualcomm is now bigger than Intel

[sm625]

Intel has had years to release an atom that wasnt a total disgrace. Their refusal has allowed both apple and qualcomm to rake in multiple billions at their expense. Microsoft being so retarded doesnt exactly help things much either. Loading down every intel cpu with 10-20GB and 100 billion cycles per hour of pure useless bloat is enough to drag down any company.

 

[ShintaiDK]

time to buy INTC... or short QCOM

Of the 2, I would short QCOM.

 

[mrmt]

Intel has had years to release an atom that wasnt a total disgrace. Their refusal has allowed both apple and qualcomm to rake in multiple billions at their expense.

First and foremost Atom wasn't a total disgrace. Atom created the netbook market in 2008 and ruled without any kind of competition until 2011 when AMD launched Brazos and the old 2008 core is still competitive with ARM A15.

It's not hard to understand Intel decision in 2008. There was no tablet in 2008 and power consumption targets for Atom wouldn't make it viable, and smartphones were a developing market, far from the dominant position they have now. Intel wanted a only foothold on this market. Intel didn't have a product either. Only now, on a very mature 32nm process is that Atom reached power consumption levels compared to ARM, and this in a moment where ARM power budgets are going up, not down. And Intel wouldn't take resources from Core, the netburst debacle isn't something easy to forget, it should be impregnated on the corporate DNA there.

But in hindsight Intel should really focused on Atom, bringing it to tick-tock cadence since day 0 , but in 2008/2009 when those decisions were being made those things weren't clear, and the decision wasn't really straight. Focusing on Atom without adequate resources could harm Core, and regardless of what some analysts say Core is still a huge cash cow, bigger than Qualcomm for that matter.

But with 22nm Atom and Android working on x86 and digital radio circuitry I don't see any reason on why Intel won't grab a significant share of the tablet market. At the very least they can crater margins and use their old fabs to undercut ARM manufacturers on price.

 

[Idontcare]

time to buy INTC... or short QCOM

Never try to time the top of a seemingly over-bought stock that you want to short.

You'll go broke, and insane, watching a stock that is already over-priced continue to climb and climb...only to get margin-called out of your position and then watch it tumble weeks later.

Setup a trailing sell stop order (or some variant thereof) so you allow the unfilled order's entry price to rise with the market's unjustified euphoria, but the order it ready to be converted (and filled) as a shorting market order whenever the market reverses and a considerable pullback is underway.

That way your money is not "in the market" until you are reasonably convinced the upwards rise is definitely done and done.

 

[SiliconWars]

How can it be that year after year, intel fans just don't realise that the stock is never going to break out in the way that others do?

There is far too much reliance on manufacturing. There are too many variables, and too many of them can have a seriously detrimental effect. Intel is a dinosaur company that is trying not to be one, but finds that all of its advantages are based on ancient history so it can't really grow into something new. It's only a matter of time before it all goes horribly pear shaped. That's why intel is $21 today, same as 5 years ago, and will still be $21 in 5 years time if they are lucky.

 

[Homeles]

Intel is one of the most efficiently run corporations in the world. They're a dinosaur because they didn't see the ARM problem early enough? By that logic, your precious AMD is even worse.

When was the last time Intel ran into serious manufacturing issues?

Yes, Intel is not a small, nimble company. Given that, they still are incredibly agile given their size. It took 4-5 years for the Intel ship to turn around (which just happens to be how long it takes to build and launch an architecture from start to finish), but you'd better believe that ARM is going to be in trouble as soon as the mobile-focused products storm the beach.

 

[rgallant]

but once smart phones become good enough and people will not update ever 6 months where's does that leave intels lesser non fab competition. 500 mil. phone sitting in a warehouse maybe.[paid for]
-think of rim -not that I follow the stocks.

 

[Arachnotronic]

Intel is one of the most efficiently run corporations in the world. They're a dinosaur because they didn't see the ARM problem early enough? By that logic, your precious AMD is even worse.

When was the last time Intel ran into serious manufacturing issues?

Yes, Intel is not a small, nimble company. Given that, they still are incredibly agile given their size. It took 4-5 years for the Intel ship to turn around (which just happens to be how long it takes to build and launch an architecture from start to finish), but you'd better believe that ARM is going to be in trouble as soon as the mobile-focused products storm the beach.

Homeles,

I think we will have to wait until Intel actually puts out the "Conroe" chip for the mobile space before the majority will be convinced. Intel has gone from having nothing even remotely worthwhile for a phone to something that's darn competitive within a span of a couple of years.

All using the same outdated micro-architecture. I really, really think the company will be just fine.

 

[SiliconWars]

Intel is one of the most efficiently run corporations in the world. They're a dinosaur because they didn't see the ARM problem early enough? By that logic, your precious AMD is even worse.

I'm well aware that AMD is pathetic when it comes to forward thinking and moving. On the other hand they don't have the cash to make the changes they needed to anyway. Intel doesn't have that excuse.

When was the last time Intel ran into serious manufacturing issues?

That's the whole point. Don't think "when was the last time", think "what happens the next time".

What is intel without their process advantage? Nothing. It's as close to being "eggs in one basket" as you can get, and no matter how they try they cannot ever break away from this fact.

Not only that, they don't understand how to. That's why they are 21 bucks, still.

 

[Arachnotronic]

I'm well aware that AMD is pathetic when it comes to forward thinking and moving. On the other hand they don't have the cash to make the changes they needed to anyway. Intel doesn't have that excuse.



That's the whole point. Don't think "when was the last time", think "what happens the next time".

What is intel without their process advantage? Nothing. It's as close to being "eggs in one basket" as you can get, and no matter how they try they cannot ever break away from this fact.

Not only that, they don't understand how to.

I feel like you don't understand the moving parts of Intel's business. That's fine, and you're welcome to continue to wallow in ignorance, but maybe you should do a little more research about what exactly constitutes an advantage in the semiconductor business before you write Intel off as a one trick pony.

 

[SiliconWars]

I feel like you don't understand the moving parts of Intel's business. That's fine, and you're welcome to continue to wallow in ignorance, but maybe you should do a little more research about what exactly constitutes an advantage in the semiconductor business before you spout off.

I guess you were one of the mugs who bought intel at $24, thinking it was heading to $100? Too bad.

 

[Arachnotronic]

I guess you were one of the mugs who bought intel at $24, thinking it was heading to $100? Too bad.

I'm sure I own some shares at that price (after selling out last time at $28.96), but my cost basis is much, much lower than that. Anybody who thinks Intel would head to $100 is insane (that's ~$500B market cap). It's a buy near $20, and a sell near $30.

 

[SiliconWars]

I'm sure I own some shares at that price (after selling out last time at $28.96), but my cost basis is much, much lower than that. Anybody who thinks Intel would head to $100 is insane. It's a buy near $20, and a sell near $30.

And how is that different to what I said?

 

[Arachnotronic]

And how is that different to what I said?

The part where you thought that I was clinically insane for believing that Intel was worth 10x sales.

 

[SiliconWars]

The part where you thought that I was clinically insane for believing that Intel was worth 10x sales.

No you don't seem to understand.

What did I say that was so different from what you did?

Oh wait I just realised you are the OP lol. Well there's no need for me to say anything else...if you can't figure it out then too bad. Maybe you should be putting money into qualcomm instead?

 

[Arachnotronic]

No you don't seem to understand.

What did I say that was so different from what you did?

Oh wait I just realised you are the OP lol. Well there's no need for me to say anything else...if you can't figure it out then too bad. Maybe you should be putting money into qualcomm instead?

Already long Qualcomm as I mentioned earlier in the thread.

 

[StrangerGuy]

but once smart phones become good enough and people will not update ever 6 months where's does that leave intels lesser non fab competition. 500 mil. phone sitting in a warehouse maybe.[paid for]
-think of rim -not that I follow the stocks.

Writing off Intel because of smartphones is simply dumb when the latter is also facing technological stagnation having picked all the low hanging fruits like retina DPI screens while still being fabbed a node behind Intel.

 

[ehume]

Bets on when we will first be using Intel-powered phones?

 

[zephyrprime]

Intel is one of the most efficiently run corporations in the world. They're a dinosaur because they didn't see the ARM problem early enough? By that logic, your precious AMD is even worse.

On some level, intel did see the arm problem from afar since they tried to enter the handset business in 2005 and they even made ARM chips way back in 1998 (remember strongarm?). They do have the ideas, but management isn't capable of seeing which ideas are good and which are bad and stay the course on the good ideas. Microsoft has the same problem.

 

[ShintaiDK]

Bets on when we will first be using Intel-powered phones?

Define "we". people around the world is already using Intel powered phones. Its just a question of how many.