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Old 03-27-2015, 07:35 PM   #41
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The Edward Jones guy recommended that our Stock club sell Intel. I see that it is doing quite well today. The explanation was competition from AMD is going to hurt them. Ha. Do they have serious foreign competition?
Hopefully there's more to the analysis than AMD gonna put a hurtin' on them.

Looking at earnings history of AMD and INTC, I'd wager that AMD will be acquired by someone. The death of PC will hurt AMD more than INTC.

Analysts are sour on INTC in the 2nd year. That is probably what Eddie J is going with.
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Old 03-28-2015, 09:02 PM   #42
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Thanks for the insights. The foundryless concept is a different way of thinking about the paradigm. As long as there are no shortages of qualified third party foundries. Maybe cutting edge chip manufacturing is less relevant these days.
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Old 03-30-2015, 06:39 AM   #43
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Thanks for the insights. The foundryless concept is a different way of thinking about the paradigm. As long as there are no shortages of qualified third party foundries. Maybe cutting edge chip manufacturing is less relevant these days.
I think it still is.

INTEL has a near unsurmountable advantage in terms of capital resources and market share (80% in the PC market). This means they typically run one or two generations ahead with the newest and greatest.

A clear sign of that was when they infused capital in ASML a short while back to accelerate EUV development there, without any exclusivity rights. It's to make sure the road ahead stays clear so they can move faster on it.

They did miss the mobile boat (single digit marketshare in 2011, for example), they will get back in though. They've been paranoid since day 1 of their existence and won't let that market run away from them forever.
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