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Intel Results Cool Downturn Fear

Revenues rise, but PC market remains flat
10/14/2014 05:25 PM EDT
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rick merritt
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Re: Consolidation fear maybe
rick merritt   10/15/2014 7:49:20 PM
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@Chip Maker: We shall see as more results spill out over the next ten days.

rick merritt
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14nm update
rick merritt   10/15/2014 12:01:30 PM
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Re Krzanich's 14nm comment, Intel PR adds:

"While [14nm] yields were lower than our forecast, they are improving.  The process and lead product are healthy, shipping into the market and ramping in high volume production.

The first generation Intel Core M began shipping in Q3.  PCs from OEM will be on shelves this month with more expected before the Holiday.  Yields continue to improve."

rick merritt
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Intel comment on Microchip
rick merritt   10/14/2014 5:41:30 PM
Stacey Smith, Intel's CFO says in a Q3 call:

"We're watching the markets all the time. Did we do a triple check after Microchip? We did and we're not seeing anything unusual out there."

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