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joshxdr
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re: Intel, Samsung to dominate chip capex in 2013
joshxdr   3/28/2013 11:38:15 AM
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Call me crazy, but I am bearish on Samsung long term. They are way too dependent on internal demand to drive all their capex. They are scaring off their foundry customers by competing with them. The immense profits they are generating in phones can't last forever, the barrier to entry for generic Android smart phones is small, it will attract competitors until their margins drop. Their is a chance of a "house of cards" situation if there is a decline in internal demand.

Peter Clarke
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re: Intel, Samsung to dominate chip capex in 2013
Peter Clarke   3/28/2013 1:27:03 PM
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@joshxdr They are one company that does not seem to have been stricken by the allure to bean-counters of disaggregation. And some say that re-aggregation is coming back. But you could be right.

geekmaster
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re: Intel, Samsung to dominate chip capex in 2013
geekmaster   3/28/2013 4:32:43 PM
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This is old news!

daleste
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re: Intel, Samsung to dominate chip capex in 2013
daleste   3/29/2013 3:13:26 AM
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Over the past decade, I haven't seen a cell phone supplier last in the top position for more than a couple of years. The competition is too great for anyone to stay on top.

any1
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re: Intel, Samsung to dominate chip capex in 2013
any1   3/29/2013 3:56:15 PM
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For all practical purposes you might as well combine Toshiba and SanDisk together. I don't think SanDisk is investing with anyone else. Combined, Toshiba and SanDisk would be about number 6.



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