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docdivakar
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Re: Intel's Mobile Losses Mount
docdivakar   7/21/2014 8:58:48 PM
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It would seem that Intel's "Data center and Internet of Things group revenues increased more than 10% each to $3.5 billion and $539 million, respectively" is a pleasant surprise and may have upward traction in the coming quarters. Intel may have found a niche in the I-o-T business, finally.

It also looks like the share repurchase program is shoring up the recent run up in INTC stock price!

MP Divakar

rich.pell
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Re: Tough market
rich.pell   7/21/2014 8:11:37 AM
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"why is Intel purchasing the shares back from Market..."

Fewer shares = higher earnings per share --> potentially higher stock price

This is another way to offer return to shareholders.  The company may also believe the shares are undervalued and represent a good investment of capital.

elctrnx_lyf
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Re: Tough market
elctrnx_lyf   7/21/2014 5:14:08 AM
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why is Intel pruchasing the shares back from Market, do they fell insecure about the future of the company ownership. 

AZskibum
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Re: Tough market
AZskibum   7/17/2014 10:11:55 AM
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It's a marathon, not a sprint -- and they are definitely in it for the long haul, and getting better with each new product generation.

Gondalf
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Re: Tough market
Gondalf   7/16/2014 2:39:25 PM
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Remember Jessica....it's never "too late". Moreover the consolidated lead doesn't exist, expecially in the evanescent handset market. I tend not to tie the process with the success of a device and i think Intel is not so naive to hope for success tied to process only. There are other variables. 

Look at Qualcomm, because to Mediatek it was constrained to cut off its SOC price list in China, and this is only the beginning of a storm. 

 

Jessica Lipsky
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Re: Tough market
Jessica Lipsky   7/16/2014 1:08:15 PM
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I think they're also relying on massive 14nm fab rollouts to boost their position in the mobile market - though, depending on how fast those come online, it may be too late.

chipmonk0
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when the going gets tough ...
chipmonk0   7/16/2014 1:40:00 AM
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Intel's effort to break into the Mobile market has been unimaginative, even timid. Instead of using their lead in Fab nodes to create game-changers in the Mobile space, they are soliciting Foundry business from bit players !

daleste
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Tough market
daleste   7/15/2014 10:24:02 PM
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Mobile is a tough market.  Intel has a lot of money, so they can fix their problems, but the market is a very difficult one.  It is always changing.  Much faster than the processor market.



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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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