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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.

chipmonk0
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CEO
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 !

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.

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. 

 

AZskibum
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CEO
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.

elctrnx_lyf
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Manager
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. 

rich.pell
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Blogger
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.

docdivakar
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Manager
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



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